We offer strategies for emerging high-net-worth and ultra high-net-worth families designed to help build and preserve wealth.

Identifying your financial goals and putting a plan in place is a hallmark of Grant Capital’s process for clients. We help identify your financial objectives through a comprehensive approach and put together an action plan to pursue your goals. Whether it be different kinds of investment objectives – including saving for retirement, child education, home purchases, and estate planning techniques as examples – Grant Capital is with you every step of the way.

Through ongoing consultations, we monitor the overall progress of your investment plan, and our team considers tax, legislative, and economic changes that may impact your plan. We understand the continual evolution of investment portfolios, and how life’s needs and goals can change over time. That’s why we take pride in building deeper relationships with our clients through their investment planning strategies – always through open, honest, and transparent communication.

Being stewards of financial assets and other investments is a key part of Grant Capital’s investment management strategy. We take a close look at our client’s individual time horizons and devise recommendations for short- or long-term portfolio performance.

We focus on topics such as asset allocation, financial analysis, stock and bond selections, monitoring of investments, and financial planning/advising services. Understanding each individual client’s life goals determines how we oversee portfolios and help ensure their financial resources are maintained and on a path for growth.