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Denise G

Series 63, Series 65

Farmington Hills, MI

AAN Wealth Advisors LLC

Denise Grace is a financial advisor with AAN Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at AlphaStar Capital Management, LLC, Virtue Capital Management, LLC, and has been the owner and insurance agent at Grace Financial Group, LLC since 2008, where she spends a significant portion of her time offering insurance products. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, project consulting, and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide portfolio recommendations and oversees an external subadvisor to manage and rebalance client portfolios.

Business sale tax planning Business succession planning
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