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Jacob I
CFA®, Series 66
Denver, CO
Grantd Wealth, Inc.
Jacob Impellicceiri is a financial advisor at Grantd Wealth, Inc. with seven years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Deloitte Consulting LLP and multiple firms affiliated with Avantax. Additionally, he provides tax preparation services through A.F. McGervey and Company. Grantd Wealth, Inc. is a small registered investment adviser offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting services. The firm employs a mix of ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and annual formal account reviews.
Brian M
Series 66, Series 63
Denver, CO
Grantd Wealth, Inc.
Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, holding Series 66 and Series 63 licenses with 31 years of industry experience. His career includes positions at Morgan Stanley and Charles Schwab & Co., Inc., among others. Grantd Wealth, Inc. is a recently reorganized registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individual clients using a variety of investment strategies including ETFs, equities, fixed income, and options, with an emphasis on tax-aware planning and tailored asset allocation.
Richard S
Series 63, Series 65
Denver, CO
Grantd Wealth, Inc.
Richard Swensson is a financial advisor at Grantd Wealth, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the United States Federal Reserve and Merriwether Investments, Inc. Grantd Wealth, Inc. is a small, recently reorganized registered investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, consulting, and occasionally offers seminars and workshops. The firm serves individual clients using tailored strategies involving ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and a combination of fundamental and technical analysis.
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