Connect your money to your purpose
As a healthcare professional, your most precious resource is your time and energy. Greeley Wealth Management, serving clients nationwide, was created to help embolden physicians and healthcare professionals to step forward as engaged partners in their financial health and security. Let us make your money work for you and help you create more time.
I’m Cobin Soelberg M.D., J.D.
I’m the Founder of Greeley Wealth Management, an Investment Advisor Representative and a financial planner. I’m also a Board Certified Anesthesiologist practicing in Oregon.
In the operating room, I monitor my patient’s every vital sign and guide them safely through surgery. I’ll bring that same level of vigilance and skill to building your financial future by growing your savings and protecting your earnings.
I take joy in practicing medicine, but felt increasingly driven to help my colleagues build financial security for their future. A financial future that gives you the freedom to practice medicine when and how you want.
I truly believe a financially secure clinician is a better clinician – and a happier one, too. You deserve the peace of mind to be able to focus on your patients instead of worrying about your financial well-being.
Hello and welcome!
I’m Cobin Soelberg M.D., J.D.
I’m the Founder of Greeley Wealth Management, an Investment Advisor Representative and a financial planner. I’m also a Board Certified Anesthesiologist practicing in Oregon.
In the operating room, I monitor my patient’s every vital sign and guide them safely through surgery. I’ll bring that same level of vigilance and skill to building your financial future by growing your savings and protecting your earnings.
I take joy in practicing medicine, but felt increasingly driven to help my colleagues build financial security for their future. A financial future that gives you the freedom to practice medicine when and how you want.
I truly believe a financially secure clinician is a better clinician – and a happier one, too. You deserve the peace of mind to be able to focus on your patients instead of worrying about your financial well-being.
The power of a true ally who’s been there
As a working physician, I have an intrinsic awareness of the financial struggles healthcare professionals face. I know what it’s like to owe several hundred thousand dollars in student loan debt. To feel overwhelmed by your 401(k) or ROTH IRA. To be up all night on call, caring for sick and dying patients.
I’ve been through it all. I know your fears firsthand, and I’m here to help you break free of their heavy weight. In the same way I’d call a specialist consult to help evaluate a complicated pre-operative patient, I am here to be your financial consultant.
I understand your need to protect your family and financial security. That’s why I created an independent wealth management firm catering to the unique financial challenges of healthcare professionals. Working together, we’ll grow and protect your hard earned wealth and income.
Feeling safe and secure with money = financial freedom
At Greeley Wealth Management we provide financial planning, sure. But more than this, what we really strive to provide is freedom. With financial security, you’ll experience true freedom. Freedom to walk your own path through life. Freedom to spend your time and your money the way that is most valuable to you.
Freedom to work on your schedule. Freedom to make memories on family vacation. Freedom to cut back on overnight call. Freedom to pursue all the interests you’ve put off since starting your training.
Seeing the look of true freedom when our clients realize they have ENOUGH! Enough time for themselves and their family. Enough saved for a wonderful retirement. That’s what drives us every day at Greeley Wealth Management.
