Greg Herlean is the founder of multiple companies that serve to enhance the financial lives of American investors. Greg’s core principles include the use of self directed retirement vehicles to invest in alternative assets and passive real estate investment vehicles. Self Directed investing can be an exhilarating and rewarding experience. It means embarking on the path to true personal wealth management. Greg is a much sought-after platform speaker on the topics of capital development, investment growth through use of self directed IRA vehicles, and estate planning. Greg's focus is on presenting how self-directed retirement accounts work - a strategy that allows investors the choice to choose and direct their funds based upon their own direction, building for a stronger financial future.


Greg is different from other financial experts
because his passion is in connecting people,
knowledge, investments and capital. All his
companies were founded on the goal to empower
Americans to take control of their investment
money and achieve long term financial success.

Smarter Investing Strategies

Alternative assets lie outside of the stock market and bring balance and diversity to your retirement portfolio.

How to Build Wealth

Invest in what you know! Put your knowledge to work for you and reap the benefits, watch your returns grow.

Plan for Retirement

Combine the tax advantages of your retirement accounts with your investing strategies to maximize returns.

Live Life the Way you Want

Being financially free and living your life the way you want, being able to do what you want when you want.

Contact Greg


How to Use Real Estate Syndication to Build Wealth

There’s power in numbers when investing in real estate. That’s why one of my favorite investments is through real estate syndication.  Real estate syndication brings a group of investors together to pool their money to purchase a revenue-generating property. You don’t have to be a millionaire to participate in real estate syndications, and it’s a great way to raise capital…

Top IRA Real Estate Investment Strategies for Massive Wealth 

Can you use your IRA to buy real estate? It’s a question worth asking as you eye up different investment strategies for retirement.  To answer the question, not only can you invest in real estate with an IRA, but it could provide massive tax benefits that help compound gains in your portfolio.  To get started, you’ll need to open a…

11 Best Tax-Free Investments to Build Wealth

Few people build wealth on salary alone. Instead, investments compound earnings by putting money to work passively.  However, it’s important to remember that how much you keep is more important than how much you make. Risk and taxes are the two causes of investment losses, but there’s no safer investment than a tax-free investment.   Allowing your portfolio to grow tax-free…