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Grace H

Series 66

Maple Grove, MN

Savvy

Grace Hennen is a financial advisor at Savvy with two years of industry experience and holds a Series 66 designation. She has worked at several firms including Osaic Wealth Inc and Focus Financial Network Inc. Outside of her advisory role, she is a Financial Planning Associate at Perspective 6 Wealth Advisers, providing financial planning services under a marketing name. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools and specialized strategies.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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