We use a five-step wealth management process as a parameter for working with clients. It begins with a Discovery Meeting where we ask you 64 questions around the seven major themes of wealth management. Identifying any holes in your wealth strategies and providing solutions for your best wealth and life!
Capture & Keep
WEALTH
Grubb Wealth is passionate about helping business owners realize their purpose and build personal and business wealth through a well-defined process. Whether you need an exit plan, an operating CFO, or any other wealth management services our commitment, promise, and loyalty is to first and foremost protect
and grow your wealth and vision.
Molly Grubb helps CEOs define their purpose and create a system that will multiply their success and build their dynasties! And here’s why: Molly gets it. After watching her family’s success evaporate due to no plan or system, she built a system that is easily customizable to any CEO to help them define their purpose, simplify their life, gain more control over their business and multiply their success.
