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Greeley Wealth Management
Greeley Wealth Management serves clients nationwide and was created to help physicians and healthcare professionals with their financial health and security.
Greeley Wealth Management
Greeley Wealth Management serves clients nationwide and was created to help physicians and healthcare professionals with their financial health and security. The firm provides financial planning and independent wealth management focused on the unique financial challenges of healthcare professionals. It works with clients to grow and protect their wealth and income and to build financial freedom.
General information
Firm type
Multi Family Office
Location
Country
null
City
Bend
Corporate office
null
Principals
Cobin Soelberg M.D.
J.D., Founder of Greeley Wealth Management, Investment Advisor Representative and financial planner
Cobin Soelberg
M.D., J.D., Founder and Principal Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Greeley Wealth Management?
No named investment principals or decision-makers are publicly associated with the firm. Leadership information is not available in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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