“True wealth is having the freedom and confidence to focus on what matters most.”

Greg Coleman serves as a Wealth Advisor with Astra Wealth Management, where he believes wealth management is about much more than investments—it’s about understanding what matters most to each client and helping them make thoughtful decisions that support the life they want to build. His goal is to develop lasting relationships and provide guidance that brings clarity, confidence, and purpose to every stage of life.

With more than 25 years of experience in investing and wealth management, Greg helps clients align their resources with their goals through integrated planning, investment strategy, and personalized advice. He specializes in portfolio analysis and design, risk management, tax-sensitive investing, cash-flow planning, and long-term wealth planning. Known for his thoughtful approach and attentive listening, Greg enjoys helping clients simplify complex financial decisions and create strategies tailored to their unique circumstances.

Before joining Astra Wealth Management, Greg spent nearly a decade with Merrill Lynch Wealth Management. Earlier in his career, he served as a Senior Wealth Strategy Associate with UBS and spent six years with Salomon Smith Barney (now Morgan Stanley) as a Second Vice President – Investments. He began his financial services career in 1996 with IBM’s banking, finance, and securities division. Greg earned his B.A. in International Business and Japanese from Westminster College and his MBA from the University of Dallas.

Outside the office, Greg enjoys spending time with his wife, Danielle, and their five children. In his free time, you’ll often find him playing guitar, traveling, golfing, skiing, or cheering on the Dallas Cowboys.