Who We Are
Grant Private Wealth Management Inc, is a Registered Investment Advisor firm located in Walnut Creek, CA. We are dedicated to providing financial planning to high net worth individuals and families. We work closely with our clients to develop investment strategies tailored to each client’s unique circumstances.
Our Mission
Our Mission
To establish lifelong relationships with our clients through education, trust, and service.
We take a holistic approach to financial planning, advising on every aspect of your wealth to build a sound financial plan. We believe in working closely with your other professional advisers (such as attorneys and accountants) to ensure that everything is managed effectively on your behalf.
We are dedicated to providing you with an experience that exceeds expectations, along with the ongoing relationship you deserve, can count on, and trust. Whatever your investing needs, we are here to help you meet them.
The Team
The Team
Grant Ter-Avanesyan
Owner & Chief Financial Officer, CFP®
Grant brings over 16 years of financial advisory experience to his role at Grant Private Wealth Management. Prior to establishing his own firm, he was a Vice President Financial Consultant with Fidelity Investments Private Client Group. He spent over ten years at Fidelity Investments, and was responsible for managing over 450 high net worth client relationships exceeding $1.1 Billion in total assets. He specialized in portfolio management and retirement planning services.
Grant spent five years working with executives and directors in Silicon Valley, and the last five years in Walnut Creek assisting clients with comprehensive retirement and estate planning. Throughout his career Grant has presented seminars on investments, taxes, retirement and estate planning throughout the Bay Area.
Bachelor of Business Administration
Westminster College, Salt Lake City, UT
Luda Ter-Avanesyan
Chief Operations Officer
Luda brings over 11 years of experience in the financial industry to her role as Chief Operations Officer at Grant Private Wealth Management. Previously, she worked as a Financial Representative and Relationship Manager at Fidelity Investments, supporting multiple Financial Advisors and assisting clients with complex service needs. Luda’s background in administration and customer service helped to facilitate seamless communication between clients and their advisors.
BA, Business Administration
University at Buffalo, New York, NY
Medeya Guasi
Office Manager
Medeya brings over 16 years of experience to her role as office manager at Grant Private Wealth Management Inc. Previously, she provided loan processing and administrative services, prepared and managed the submission of financial applications, and served as a liaison with customers, advisors, and loan officials. Her background in customer service and financial transactions, along with her fluency in German, Russian, and Armenian, serves her well in providing personalized and detail-oriented service to our clients.
Lorenzo Alfonso
Financial Planner
Lorenzo brings a fresh perspective and dedication as a financial planner. Currently completing his degree in Financial Planning and Investment Analysis at Colorado State University, Lorenzo has spent the past two years enhancing client support and engagement at Grant Private Wealth Management, gaining expertise in planning for high-net-worth families. His passion for helping individuals and families achieve their financial goals drives his commitment to excellence. Lorenzo serves on the Board of Student Organization Funding for ASCSU, where he allocates funds to student organizations with financial need and manages the overall budget. He also serves as a Presidential Ambassador at CSU, connecting with top donors and fostering a legacy of philanthropy that strengthens educational opportunities.