A complete list of active advisors currently associated with GranderSon Wealth Management Group Inc

Warmer can help you find a great advisor at GranderSon Wealth Management Group Inc or one who fits your needs even better.

The firm is a fee-based independent advisory practice that provides personalized financial planning and portfolio management to individuals, trusts, estates, small businesses, and participant-directed retirement plans. It serves both retail clients and institutional plan sponsors, offering investment advice, estate and tax planning support, and education for plan participants. Investment decisions are guided by a mix of fundamental and technical analysis, a client behavioral questionnaire to assess risk tolerance, and diversified model portfolios sourced from third-party providers (SEI and AssetMark). Portfolios are constructed using strategic, tactical (constrained and unconstrained), and absolute-return approaches, and most assets are managed on a discretionary basis with periodic reviews and client reporting through custodial statements and online access. Distinctive features include an unusually high client load for a solo practitioner (239 clients) and a notable institutional/plan advisory practice that includes investment platform analysis, investment policy statement development, participant education, and ongoing monitoring of plan investment vehicles — services that are uncommon among similar independent firms. The brochure also discloses a 2017 regulatory settlement related to upfront fees on direct-participation programs, after which affected clients were reimbursed, and it notes use of third‑party insurance and custodial relationships (including DPL, AssetMark, and SEI) that supplement its service offerings.

To learn more about the advisors currently working at GranderSon Wealth Management Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gregory Anderson	Denver, CO	38

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