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Greg, 63, Portland, OR

A 63 year old Portlander who has tried to retire and has completely failed.

Greg loves to work, so he takes on as much consulting as will allow him to travel internationally and spend time with his grandkids, all of whom are apparently smarter, better, faster, and stronger than your grandkids.

His financial goals are centered on security and legacy, and he doesn’t like being tethered to the traditional brick and mortar financial planning establishment, so Greg would benefit from using Woven’s investment management services.

The Woven Capital Lab also suits his betatester mentality and allows him to comfortably balance his interest in experimenting with new ways of connecting and his ability to not be tied to one place, while not taking undue time out of his incredibly busy retirement schedule.[/two_thirds_last]
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