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.