Greg Shirk

Wealth Management Advisor

Greg Shirk is a Wealth Management Advisor and Partner at Capital Wealth Partners, LLC. While focusing his business on his clients' individual financial objectives, Greg believes the most successful wealth management strategies look at the big picture through holistic planning. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients' best interests, that sets Greg apart.

Greg brings 25 years experience in the financial industry to his clients. After working in the Finance and Accounting sector of the market for 19 years and with other advisory firms 4 years, Greg joined Capital Wealth Partners as a partner and Wealth Management Advisor. He is a Chartered Retirement Planning Counselor (CRPC) who offers a personalized financial program in Wealth Preservation Strategies, Retirement Planning Strategies, Investments, Insurance, and Estate Planning strategiess.

Greg attended Indiana University where he earned his Bachelor's degree in Business with a major in Accounting. He is a native of the Fort Wayne area and lives here with his wife and four children, three boys and one daughter. Away from the office, Greg enjoys the involvement of sports and other outdoor activities with his children. He serves on the Wallen Township Youth Baseball Board and volunteers time there during the summer.

Greg's licenses include: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and the Uniform Investment Adviser Law (Series 65). Greg is registered in IN, OH, NE and AZ. Greg also has his Indiana Life, Health, and Long Term Care Insurance Licenses. Greg is a Chartered Retirement Planning Counselor (CRPC) and received his designation through the College for Financial Planning. Greg also completed Financial Planning coursework through Boston University.