Morrowgate Private Wealth, and the exit planner who wrote this site
TrustAndEstate is published by Morrowgate Private Wealth, a planning firm for business owners, individuals and families facing consequential decisions. It was written by founder Greg Garone, CEPA®, who works with owners across the U.S. by video from Rochester, NY. The situations on this site are the gaps he sees most: agreements nobody revisited after the business grew, and estate plans that never mention the company.
Greg’s background is in wealth advising, with a finance education from SUNY Oswego and service as a medic in the U.S. Air Force Reserve. He founded Morrowgate Private Wealth to help business owners, individuals and families facing consequential decisions. Greg’s profile at Morrowgate →
Career at a glance
The path that led to Morrowgate.
Founder, Morrowgate Private Wealth. Financial planning and wealth management for business owners and families, based in Rochester, NY, working nationwide. Also the firm behind WealthPlannerPro.
Certified Exit Planning Advisor (CEPA®). Training focused on business transitions, valuation and owner readiness.
SUNY Oswego. Finance.
U.S. Air Force Reserve. Served as a medic.
What we do, and what we don’t
We do
- Read your agreements, policies and estate documents side by side
- Put a number on the gaps between them
- Write down the questions for your attorney and CPA
- Coordinate the fix with them, start to finish
- Refer insurance needs to a licensed insurance professional. Greg doesn’t sell insurance.
We don’t
- Draft legal documents or give legal advice
- Prepare tax returns or give tax advice
- Replace your attorney or CPA
- Ask for your email before showing you a result
Three places, one job each
TrustAndEstate
Finds the gap: does my business plan and my estate plan actually work together?
When something feels unclear
WealthPlannerPro
Puts a number on one question: NY estate tax, sale proceeds, estate equalization.
When you want to quantify it · Open →
Morrowgate Private Wealth
Coordinates everything with your CPA and attorney.
When you’re ready to talk to someone
Credentials
Certified Exit Planning Advisor (CEPA®). Finance education, SUNY Oswego. Full registrations and disclosures are available from Morrowgate Private Wealth.
How we’re paid
How Morrowgate is paid is set out in its Form ADV and client agreement. Greg walks you through it before you decide anything. The checkup and calculators on this site are free.
Bring your documents. We’ll read them with you.
A 30-minute call. No preparation needed beyond finding what you have.