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Get a financial plan that prioritizes your priorities.

We offer comprehensive, coordinated planning through our multi-generational planning style service and comprehensive boutique solutions.

  • Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And we will help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Download the Grindstone Planning Approach

Our financial planning conversations don't begin with your finances.

Instead, we start with you - your life, family, priorities, and your goals. Once we have your big picture in focus, we'll tailor a plan from various financial options using multiple strategies designed specifically to help get you to where you want to be.

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Retirement planning

We tailor your plan to fit you and your goals with various financial options.

From insurance protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

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Estate planning

We can help you coordinate with your other advisors.

With attorneys, accountants, and tax professionals, you can set up trusts, and minimize taxes and administrative costs that can protect the legacy you leave behind.

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Business Planning

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it.

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

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Investment Management Philosophy

We partner with each client to develop and execute an investment approach that is: goal-focused, plan-driven, and asset allocation-driven.

Our investment process is based on industry best practices and leverages institutional quality research, screening, and selection.

Areas of Expertise

The Grindstone team brings comprehensive wealth management expertise and service.