Max Greenberg

Max Greenberg is Executive Vice President and Director of Sales at Altrius Capital Management, Inc., based in Savannah, GA. In this capacity, he provides comprehensive wealth management and financial planning advice to high net worth individuals, while also developing tailored investment solutions for institutional clients. His key responsibilities include leading client relationship management, implementing financial strategies, and expanding the firm's institutional business.

Greenberg specializes in value-driven, income-focused investment strategies with an emphasis on individual stocks and bonds—particularly within retirement and multi-asset portfolios. His expertise also covers retirement planning, tax planning, and long-term scenario analysis for business owners, medical professionals, and other affluent segments.

Prior to joining Altrius, Greenberg was a Senior Account Manager at State Farm, where he specialized in financial services and long-term planning solutions. He holds a Bachelor of Science in Finance from the University of South Carolina’s Darla Moore School of Business and a Certificate in Financial Planning from Boston University, and is a CERTIFIED FINANCIAL PLANNER™ professional.