Greg Freeman

Founder and partner

Greg Freeman is the founder and partner of Wellington Wealth Strategies.

He previously served as the founder and CEO of TrustWealth Strategies, which merged with the Wellington Group to form Wellington Wealth Strategies. Before founding TrustWealth, Greg solidified his reputation as a perennial Blue Chip and Top of Council producer for MassMutual. His experience includes a more than decade-long tenure as a partner and wealth advisor at WestPoint Financial Group.

Practice and client management

Financial advisors should jump on these trends in 2024

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

By Greg Freeman

January 3