T2 Asset Management

CONNECT

Address:

2 Trans Am Plaza Dr., Suite 200
Oakbrook Terrace, IL 60181

Phone:

888-354-8499

Fax/Other:

630-376-6886

Greg Farber, CIMA, AIF

Greg Farber, CIMA, AIF

Senior Wealth Manager

Greg has spent over 23 years helping successful people develop a personalized process for managing risk and taxes while striving to achieve their financial goals. Prior to joining T2, Greg held roles with Calamos Wealth Management, J.P. Morgan Securities, Bear Stearns, Oppenheimer & Company and A.G. Edwards & Sons. He earned a BS degree in Finance from the University of Illinois and his MBA from the Olin School of Business at Washington University. Greg also holds the Certified Investment Management Analyst (CIMA®) certification from the Investments & Wealth Institute (formerly IMCA) and the Accredited Investment Fiduciary (AIF®) through Fi360.  Greg lives in Naperville, Illinois with his wife Beth and daughters Rachael and Rebecca. He enjoys golf, backgammon and spending time with family and friends.


I strive to bring every client customized, objective advice with the utmost integrity while advising on:

 

  • Wealth planning

  • Asset allocation

  • Investment management

  • Tax planning

  • Estate planning

  • Charitable planning


 

What clients expect from me:

  • Phone calls and e-mails will be returned promptly, typically the same day.Clients are provided with my mobile number to reach me anytime.

  • Wealth and investment strategies will be easy to understand.I will strive to clearly explain strategies, while avoiding the use of industry jargon.

  • I have no proprietary products, obligations to investment providers or company directives – thus I can remain free from the conflicts of interest inherent at many banks and brokerage firms.

  • Client experience includes consistent communications via phone calls, e-mail, and/or social media outlets.

  • Quarterly, semi-annually, or annual in person reviews (based on your preference) of your planning and investment strategies.

  • Proactive communication during challenging markets –keeping you informed during difficult times is one of the most important services I offer.

 


I will treat every referral the same way that I treat all of our clients – with integrity, open communication and the best service possible.

Phone 888-354-8499 x 711
Fax 630-376-6886