Michael McGreevy

Senior Wealth Advisor, Business Development

mmcgreevy@alphacore.com
Indian Wells, CA

Education & Accreditation

  • Santa Clara University with a B.A. in Economics

Located in Southern California, Michael McGreevy (Mike) is a Senior Wealth Advisor specializing in Business Development. Guidance provided by Mike stems from over forty years of investment experience. For twenty-four years immediately prior to joining AlphaCore, Mike served as Managing Director for Private Asset Management. In 1998 he established and began to manage the wealth management office of Private Asset Management located in Indian Wells. As a full-time resident in the desert, Mike works with clients, accounting professionals, and estate planning attorneys to help achieve client goals and objectives.

Mike is a current member and former president of the Desert Estate Planning Council. He is also an affiliated member of the Desert Bar Association. When he is not working or giving back to his community, he enjoys biking, hiking, swimming and skiing. However, skiing is more than just a hobby for Mike. For two seasons, he attended Gonzaga Preparatory School in Spokane, Washington and competed as a ski racer. While Mike was attending Santa Clara University he worked as a professional ski instructor in his spare time. He enjoyed his ski instructor position so much that he even continued to be an instructor even after graduation. When not spending time with his son or doing outdoor activities, Mike enjoys reading. Economics is his favorite topic.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.