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.
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.
Owner & Chief Financial Officer, CFP®
Grant brings over 11 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 three 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
Chief Compliance Officer
Luda brings over 6 years of experience in the financial industry to her role as Chief Compliance 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