Advisors at this firm
Colby M
Series 66
Cedar Rapids, IA
Grit Family Office, LLC
Colby Mc Intire is a financial advisor at Grit Family Office, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and iWealth. Outside of his advisory work, he has a background that includes experience at Menards and Minnesota State University, Mankato. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, comprehensive financial planning, and third-party adviser selection or referral. The firm employs a Modern Portfolio Theory-based investment approach with a long-term horizon, focusing on asset allocation and risk tolerance across a broad investment universe.
William H
CFA®
Cedar Rapids, IA
Grit Family Office, LLC
William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.