Everyone has goals: seeing a child graduate from a great college, saving up for a vacation home or a pied-à-terre in the city, ensuring a retirement free from financial worry. At Grubman Wealth Management, our goal is to set you on a path to achieving your goals efficiently, whether you are just starting out, halfway through your life or approaching retirement.
As an independent, fee-only wealth manager, we work with clients who have a minimum of $1 million in manageable assets. Unlike many other advisors, we look at your finances from a holistic point of view, because we believe that when financial planning, investment management and tax services support each other and are handled by one firm, you can maximize control and convenience and minimize cost. Our investment philosophy is based on the conviction that reducing investment expenses and minimizing taxable distributions are the best, most risk-free methods to increasing your returns.
Our small team of financial experts will create a customized, collaborative plan for your precise needs, then guide you in making informed decisions based on a thorough understanding of the costs, benefits and risks of different investment strategies. Our overall and ongoing mission is to help you progress confidently toward your financial objectives.
Everything we do is grounded in the fundamental principles of openness, integrity, honesty and trust. As our client, you deserve and receive confidentiality and our undivided loyalty. Your interests always come first.
Contact us if you’d like to set up an initial consultation.