Our Clients
We work closely with our clients to discover and define their goals related to retirement, family, travel, and investments.
Learn more about how we can address your unique needs
Retirees & Pre-retirees
- Increase your wealth and financial security
- Minimize financial strain so you can enjoy retirement to the fullest
- Identify passive income opportunities to increase your wealth
- Establish a budget and determine how much you can safely spend
- Protect your personal financial security
Families
- Assess your estate planning needs
- Create a dynamic estate plan that is reviewed and updated annually to keep you on track
- Maximize the return from your portfolio while maintaining a tolerable level of risk
- Assist with conversations around income and asset protection and investment strategy
Executives & Directors
- Free up time to focus on your career
- Leverage your investments for maximum return while maintaining an appropriate and comfortable level of risk
- Reduce financial stress through guidance from a trusted partner
- Improve cash flow and spendable income through tax-efficient planning
Business Owners
- Create a plan detailing the necessary steps to achieving your financial goals
- Explore and prioritize your personal goals and financial aspirations
- Define and document a continuity plan for your family
- Learn which wealth transfer strategies are best suited to your family and situation
Independent Women
- Take control of your financial security with clarity and confidence
- Understand your income and asset allocation* to ensure financial security
- Establish a trusted relationship with an advisor that understands your situation and needs
- Create a dynamic financial plan to protect your security and reach your goals
*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss
Grant Private Wealth Management is committed to your financial well being. Need Answers? Contact us – give us a call at (925) 378-5000 or email us at info@grantprivate.com