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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 with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, iWealth, and Menards before joining Grit Family Office. Grit Family Office provides portfolio management and financial planning primarily for high-net-worth individuals and small businesses. The firm’s investment approach is based on modern portfolio theory with a long-term trading orientation and uses documented risk tolerances to guide asset allocation.

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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