Grubman Wealth Management was originally launched by President Audrey Grubman, CFP®, to help tech employees sort through their stock options. Over 20 years later, we’ve grown into a stalwart full-service firm with a wide range of clients who rely on us for what we call the “crucial trifecta” of financial planning, managed investments and tax services. We still know a lot about stock options, but our well-rounded team of experts can also assist you with every facet of your financial life.
Our approach to customer service rests on the belief that being ethical, reliable, technically savvy and well-respected are the highest compliments our clients can pay us. Committed to remaining a tight-knit firm, we get to know our clients through long-term relationships so that we can be trustworthy advocates for their financial well-being.
We believe that money should help us enhance our lives, but shouldn’t control them. If you share this philosophy and would like a committed financial advocate on your side, contact us today to set up an initial consultation.