The Grant Private Client Group serves a select group of affluent individuals and families who face complexity in their financial lives. We develop long-term relationships with our clients and become intimately involved in crafting and coordinating strategic plans for their financial future. We work with a limited number of clients who value and desire these solutions in order to maintain the highest levels of integrity, accountability, and service.

The group offers comprehensive wealth management solutions with a dedicated team that includes a senior advisor, senior investment specialist, and senior financial planners. After a holistic evaluation, we combine our expertise in asset management with multiple disciplines including coordinating trust and estate services, financial planning, and tax planning to deliver a unified financial and investment plan with ongoing oversight.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 20241

  • 1 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.