Gregory A. Weiss is a finance professional with more than 30 years in the financial services industry. He enjoys working with both individuals and multi-generational families to support their private wealth needs. From pre-liquidity and pre-transaction planning to overall wealth transfer strategies, Gregory is dedicated to supporting clients as they strive for long-term financial achievements.

Gregory began his capital markets career in 2002 at Sanford Bernstein’s San Francisco office as a financial advisor, later becoming a Senior Vice President at Lehman Brothers in 2006. In 2008, he joined Wells Fargo Advisors. He holds an MBA with a concentration in Finance from San Jose State University, as well as a BS in Finance from California State University, Chico.

Outside of his professional life, Gregory is deeply committed to his family and community. He and his wife, Lisa, enjoy a very active lifestyle in Napa, California, where they are involved in various local charities. They are both proud of their three adult children, who have each grown into independent individuals, confidently pursuing their own paths in life. Gregory is also an avid wine enthusiast, and has been producing his own wine since 2006.

Gregory’s passion for his work is evident: “Helping people succeed financially is a great reward, and building long-term, trusted relationships with clients is extremely gratifying.” He finds fulfillment in helping others and building meaningful, lasting relationships with his clients.

Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”), SEC-registered investment advisers. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.