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Colby M

Series 66

Cedar Rapids, IA

Grit Family Office, LLC

Colby Mc Intire is a financial advisor at Grit Family Office, LLC in Cedar Rapids, IA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial LLC and iWealth, as well as earlier experience outside the advisory field. Grit Family Office provides portfolio management and financial planning primarily for high-net-worth individuals and small businesses. The firm emphasizes modern portfolio theory and long-term trading, maintaining a small, concentrated client base with a focus on discretionary portfolio management and documented risk tolerances.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)
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William H

CFA®

Cedar Rapids, IA

Grit Family Office, LLC

William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)
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