Grinstead Wealth Management

Grinstead Wealth Management is a fee‑only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth individuals. The firm manages approximately $7.47 million for 26 clients and offers services ranging from investment oversight to business, retirement, tax, and estate planning, and may refer clients to third‑party professionals or outside managers.

The firm’s investment approach centers on asset allocation guided by Modern Portfolio Theory and a blend of passive and active management, using fundamental and technical analysis to select stocks, bonds, mutual funds, ETFs and municipal securities. GWM may subscribe client accounts to model portfolios through the Altruist Model Marketplace and retains discretionary trading authority while also overseeing outside managers when engaged.

Notable distinctions include its small, single‑advisor practice serving a limited number of client relationships, which alongside the reported AUM suggests an emphasis on higher‑net‑worth clients rather than mass‑market retail accounts. The firm also requires clients to establish custody with Altruist, executes trades on an individual (non‑block) basis, and supplements in‑house management with third‑party model and manager options.