About Us
Planning Futures
Comprehensive Approach
Comprehensive Approach
We have 24 years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Comprehensive Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Greg Coverdale, MBA, CFP®
Hi! I’m Greg Coverdale, Personal Financial Counselor to Delaware-based members of our US Armed Services as well as individuals looking to make strategic investments, establish solid household budgets, and provide a secure foundation for themselves and their families.
Since the year 2000, I have worked in financial services with Morgan Stanley, TD Ameritrade and Merrill Lynch, educating and guiding people to make strategic financial decisions. In 2020, I was honored to be named the Personal Financial Counselor for members of the Delaware National Guard. I am pleased to serve all members of our armed forces and am honored to be considered one of their trusted advisors.
I share with my clients a wealth of financial options from budgeting for today to investments and insurance opportunities for tomorrow. As a strategic planner and money manager, I’m most effective when I’m collaborating with my clients while building long-term relationships because we’re in this together. Our common interest is your stable financial future.
Areas of Expertise:
- Certified Financial Planner®
- Investments
- Insurance
- Residential real estate/construction
- Household budgeting
- Financial Management
- Client collaboration
Let’s Talk: 302-438-7976 or greg.coverdale@wallstllc.com
Background:
I earned my Masters in Business Administration from Delaware State University and more recently three certifications from the Wharton School of the University of Pennsylvania in Business Foundations, Entrepreneurship, and Financial Technologies. I served on the DE State Board of Education and the National Association of State Boards of Education.
Schedule an Appointment
<!-- Calendly link widget begin -->
<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet">
<script src="https://assets.calendly.com/assets/external/widget.js" type="text/javascript"></script>
<a href="" onclick="Calendly.initPopupWidget({url: 'https://calendly.com/greg-coverdale'});return false;">Schedule time with me</a>
<!-- Calendly link widget end -->