A complete list of active advisors currently associated with Grantd Wealth, Inc.
Warmer can help you find a great advisor at Grantd Wealth, Inc. or one who fits your needs even better.
Grantd Wealth provides discretionary portfolio management, financial planning, retirement planning, and consulting to individuals, high-net-worth clients, and corporations. The firm offers tailored asset management using a mix of exchange-traded products, fixed income, equities, options, and mutual funds, and also supports broader planning needs such as cash flow, education, business-owner, and legacy planning. Investment decisions are customized to each client’s objectives and risk tolerance and incorporate fundamental and technical analysis, tactical asset allocation, covered-call and income strategies, and bond laddering. The firm explicitly integrates tax-aware investment planning and equity-compensation planning (including exercise/sale timing and concentration risk), coordinating with clients’ tax and legal advisers when appropriate. Compared with many peers, Grantd Wealth combines comprehensive financial planning with portfolio management and offers stand‑alone, fixed-fee planning engagements alongside its asset management services. It is affiliated with a parent company that develops tax and grant-diversification technology to support equity-compensation work, allows associated persons who are licensed insurance agents (with state-specific restrictions on commission receipt), serves both individual and corporate clients, and does not act as a private fund adviser.
To learn more about the advisors currently working at Grantd Wealth, 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 |
|---|---|---|
Denver, CO
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