Broker Check

Equity Strategies Group - Paramus, NJ


61 South Paramus Road, Suite 425

Paramus, NJ 07652



Gregory W. Klipstein, JD*, LLM

Gregory W. Klipstein, JD*, LLM

Greg's areas of expertise include tax savings-motivated estate planning for high net worth individuals and their families, estate/asset protection strategies, business succession strategies, and charitable planning. Greg typically focuses his efforts on families whose assets and future estates are worth in excess of $5,000,000. The customized planning strategies Greg recommends are designed to optimally achieve each client’s unique financial and non-economic objectives while remaining sensitive to each client’s personal risk tolerance and other considerations. Greg earned his LL.M., J.D. and BA from Temple University. Prior to joining Lincoln Financial Advisors, Greg practiced as an attorney, focusing his practice on helping clients achieve their estate planning and business succession goals. *Licensed, not practicing on behalf of Lincoln Financial Advisor