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.
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.
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.
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.
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.
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.
Financial Planning
When you plan with us, you’ll have an experienced advisor leading a dedicated team with diverse financial expertise to craft a customized plan that meets your goals.
Retirement Planning & Income Strategies
No matter what you see yourself doing, we’ll create the right plan to help you retire the way you want.
Wealth Management
A personalized strategy to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks.
Estate Planning
Having a plan for your estate—your home, wealth, possessions—means you can leave the legacy you want.
Advisory Services
A long-term investment approach with a wide range of options to help you meet your unique financial needs, leveraging Northwestern Mutual solutions.
Business Planning & Succession
A personalized business planning approach to help you grow and protect the value you’ve built and move forward once you’ve decided to step back.
Tax-Efficient Strategies
Insurance Services
Managing risk with insurance is a key of our tenant financial planning philosophy; we will help you determine what types and how much.