Approach Capital Partners - Financial Advisor

Greg Stott has done an amazing job of managing my funds. Even during economic downturns, my losses have been minimal. I appreciate that he has time for my questions, and clearly lays out his strategy for investing. I have complete confidence in his ability to manage my retirement funds in this roller coaster economy.
Mar 28th, 2021

I have always been blessed with being able to make a good living, however I struggle when it comes to investing and retirement planning. Greg has been a pillar of our planning and investing for over 12 years. He is both knowledgeable and ethical. Every decision and recommendation that he gives will always have you and your familys best interest to heart. He has helped guide us thru the current financial upheaval and also thru the 2008-2009 crisis. It is his calm demeanor and sound advice that helps us thru the good times and the more importantly, the stressful times. His company is constantly researching both conventional solutions to investing and also non-conventional solutions, such as private equity funds. His diligence to your financial needs and portfolio will let you sleep well at night knowing that someone is looking out for you. - Ben and Fabiola - Client since 2007
Apr 25th, 2021

Known Mr Stott for over 15 years as he has managed our investment portfolio for that stretch of time. Biggest thing for us is trust and that is Gregs best attribute. Know you can trust a man with the highest integrity. Access to fantastic investment opportunities is also something we love about Greg. Stuff the public isnt aware of or are not offered. Wouldnt be where we are today financially without Greg and Approach Capital.
Dec 6th, 2020

I have been doing financial planning with Greg Stott for over 10 years. We have an excellent working relationship. I would recommend him to anyone. He gives very sound advice.
Oct 11th, 2020

I have had Greg manage my money for nearly a decade. He has been very steady and dependable in good and bad markets. He has done an excellent job maximize my income and growing my portfolio. I would recommend Greg to anyone!
Aug 23rd, 2020