A complete list of active advisors currently associated with Grant Private Wealth Management

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

Grant Private Wealth Management is a six-advisor registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial planning (one‑time, hourly and ongoing), and retirement-plan advisory services to individuals and high‑net‑worth clients. The firm manages roughly $255 million on behalf of its clients and serves households with tailored planning and investment management engagements. Investment programs are designed around each client’s stated goals, time horizon and risk tolerance, with strategies that may include long‑ and short‑term positions and a mix of fundamental, technical, charting and cyclical analysis; accounts are reviewed regularly and can be managed on a discretionary basis subject to client‑imposed restrictions. For plan sponsors, the firm may serve as a limited‑scope ERISA 3(21) fiduciary, assisting with investment policy statements, periodic monitoring of options, and participant education. A distinguishing operational feature is the firm’s public educational seminars and workshops, offered at no charge and focused on general investment topics rather than individualized advice — a service relatively uncommon among comparable team firms. Leadership also operates affiliated businesses (including insurance distribution, a tax services partnership, and real estate/property‑management interests); these relationships and related referral arrangements are disclosed and managed as potential conflicts of interest.

To learn more about the advisors currently working at Grant Private Wealth Management, 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.