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Grady W
Verified by Warmer
CFP®, CIMA®
Cranberry Township, PA
The Bahnsen Group
Grady Wirth is a Private Wealth Advisor with The Bahnsen Group, serving high-net-worth individuals, executives, pre-retirees, and retirees who want a clearer, more disciplined plan for turning wealth into lasting income. Grady works best with households who have accumulated meaningful assets and are now asking bigger questions: Can my portfolio support my lifestyle? How do I create income that can rise over time? How do I manage taxes in retirement? How do I coordinate investment decisions, estate planning, insurance, cash flow, and legacy goals into one understandable strategy? His approach is especially valuable for clients between ages 55 and 70 who are preparing for retirement or already living from their portfolio. Rather than relying on generic allocation models or annuity-first solutions, Grady helps clients build tax-aware, income-focused portfolios rooted in The Bahnsen Group’s core dividend growth investment philosophy. Clients often come to Grady because they want someone who can make complex financial decisions feel simple. His style is straightforward, educational, and calm. He takes time to explain not just what the plan is, but why it works, how each piece fits together, and what clients should expect along the way. As a CFP® and CIMA® professional with 12 years of industry experience, Grady focuses on retirement income planning, tax planning, investment management, estate and legacy planning coordination, Social Security strategy, Roth conversion planning, risk management, insurance planning, cash-flow planning, and multi-generational wealth planning. Grady leads The Bahnsen Group’s Pittsburgh presence and is supported by a three-person team. The Bahnsen Group is a nationally recognized private wealth management firm known for its dividend growth investment philosophy and comprehensive approach to wealth management. Grady is a strong fit for clients who want a long-term advisory relationship, value thoughtful guidance, and are looking for a clear plan they can understand and follow. He is generally not the right fit for do-it-yourself investors who prefer to manage every decision independently. To explore whether there may be a mutual fit, schedule a 15-minute introductory call with Grady.
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