Delivering True Wealth.

Gracestone crafts and implements financial wealth landscapes for high net worth families and institutional investors. We solve problems and recognize opportunities in the moment they happen and often before. Because when we’re your people, you’re our people.

Gracestone April 2021_16

We're Much More...

At Gracestone, we're more than a wealth management group. We're your advocates. When you step through our doors, we don’t just see a portfolio—we see a member of our family. Because of that, your priorities are our priorities.

We are analysts at heart. Dedicated to making sure that each of our clients gets a customized portfolio researched by our team. Additionally, our team’s experience runs the gamut from finance to law. Because of this, you can be confident that we’re ready to take on any challenge.

We’re driven by joy, enthusiasm and client success. It’s about much more than money. Gracestone is about delivering true wealth for our clients.


Advisory services and legacy planning constitute the bedrock of Gracestone’s work. We love to tackle big problems and craft solutions, especially in the following areas.

Advisory Services

  • Investment Management
  • Portfolio Construction and Securities Analysis
  • Deferred Compensation Plans
  • Retirement Planning
  • Tax Compliance and Oversight
  • Risk Management and Insurance
  • Business Consulting

Legacy Planning

  • Estate Planning
  • Trust Management
  • Wealth Transfer Planning
  • Philanthropic Planning
  • Financial Education
  • Family Governance

Financial Planning

  • Goals Analysis
  • Monte Carlo Simulations
  • Capital Market Changes

Sandra Day O’Connor, Advocate for Alzheimer’s Patients and Caregivers

Team Gracestone paused on Friday to reflect on the life of our favorite U.S. Supreme Court Justice, Sandra Day O’Connor. Raised on a cattle farm in southwestern Arizona, Justice O’Connor was the first female justice on the Supreme Court. But we’re more interested in Mrs. O’Connor than Justice O’Connor. Some will remember that she retired…


Coca-Cola® Cake

Whether you are tailgating on campus or enjoying the game at home, Rebecca Lang has a winning dessert for ALL—Coca-Cola® Cake! Coca-Cola® Cake Makes: 12 servings Ingredients 1 cup Coca-Cola® soft drink ½ cup whole buttermilk ¾ cup unsalted butter, softened 1½ cups granulated sugar 2 large eggs, lightly beaten 1 tsp vanilla extract 2…