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.
Services
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
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…
Gracestone Featured in WealthManagement.com 2023 Midyear Outlook
The Joy Factor An essential part of the job, joy is an overlooked and underrated aspect of wealth management. Advisors catering to high-net-worth individuals and families swim in a sea of portfolio managers, alternative investments, tax mitigation strategies, and an endless supply of analytics. After performance, our job is to seek and deliver joy. The…