Lean more on our Investment Philosophy and how we customize portfolios based upon our clients time frame, tax planning, and risk tolerance.
What is a "Life Map"?
When you close your eyes and imagine your future, do you feel you have the plan that will get you there?
Then it's time to create your *Life Map
We help you make more informed and effective financial decisions that will allow you to feel relieved, confident, self-assured, and empowered - so you feel good about your wealth.
The Journey: Accumulation
We craft strategies reflective of your long term goals, yet mindful of the short term risks and opportunities that arise along the way, addressing:.
- Comprehensive asset allocations
- Concentrated positions and executive compensation packages
- Monetization of privately held businesses
- Cash-flow planning and cash management
- Liability management
- Retirement income strategies
- Income tax planning
The Destination: Preservation
Planning In Retirement
We view risk management as the key ingredient not only in preserving capital, but in growing capital as well. Our services include:
- An extensive analysis of your risk appetite and the development of a prudent corresponding strategy
- Introducing asset classes with historically low-to-negative correlations
- Utilizing hedging strategies where appropriate to further diversify exposures
- Identifying and managing the taxability of the overall financial plan
- Addressing inflationary pressures on lifestyle and income objectives
- Working closely with insurance professionals to ensure proper levels of coverage
The Legacy: Transfer
We support client efforts to ensure that the wealth transfer process has a beneficial impact on future generations, passing not just monetary value but the unique goals and values of the family. We incorporate:
- Multigenerational wealth transfer strategies
- Charitable giving strategies
- Next generation financial education and financial planning
- Asset and income replacement strategies
- Business succession planning
How does GRWP plan our future?
We start by:
- Clarifying our fee structure and explaining the different ways we can help.
- Analyzing your goals and finances
- Recommending solutions designed to help you achieve those goals.
Take a video tour of our technology and our holistic state-of-the-art financial planning