At Grant Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. With over 40 years of combined experience, we've helped many people just like you with similar issues and concerns. We can help you analyze, create, and implement a personalized plan that is designed to address your individual goals. Most importantly, we'll make sure our clients are able to stay on track though all economic environments in order to assure those goals are successful.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
- Business Succession Planning
We also can answer your questions, including:
- Can I retire early?
- Will I or my spouse outlive my retirement savings?
- Are my investments working hard enough?
- How can I minimize any potential investment or income taxes?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- What would happen if I or my spouse became disabled?
These are just a few of the items you should have in mind when creating a complete picture of your financial life. Call us today to learn more about how we can help you and your family with your investment, retirement, and risk management needs.
Director of First Impressions
Ann Tobias has worked in the financial services industry since 2008 and brings a wealth of experience and professionalism to our team at Grant Wealth Management. As our Director of First Impressions, she focuses that knowledge into the...
Robert E. Grant, Jr.
Robert E. Grant, Jr (Bob) has over 30 years of experience working with clients in all aspects of investment, financial, and tax planning. He is a 1975 graduate of Auburn University with a degree in Accounting, earning his CPA...
Robert M. "Matt" Grant, is an experienced financial professional with nearly a decade of experience in the financial planning community. Call or email him today!