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.
- Investment Management
- Portfolio Construction and Securities Analysis
- Deferred Compensation Plans
- Retirement Planning
- Tax Compliance and Oversight
- Risk Management and Insurance
- Business Consulting
- Estate Planning
- Trust Management
- Wealth Transfer Planning
- Philanthropic Planning
- Financial Education
- Family Governance
- Goals Analysis
- Monte Carlo Simulations
- Capital Market Changes
“Do You Remember / Never a Cloudy Day / Yow.” Raise a virtual hand if you remember long lines at the gas station and 18% mortgage rates. Turn up the heat in the house? Put on another layer! Milk prices spiking 30%? Use water for your hot chocolate! No ham – it’s a bologna sandwich…
With all the concerns about inflation, rising rates, and labor shortages, this quote by Liz Taylor seems particularly relevant – assuming that drink is a strong cup of coffee. And the lipstick reference brings to mind the investment reference to the “lipstick effect.” The investment industry is full of witty quips that define the movement…