Am I on the Right Path?

Exclusively for high-net-worth individuals

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.

In order to help the people you care about achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you will come to expect as a valued client of Grubb Wealth Management.

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Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Grubb Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

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Our consultative process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, you or your friends, family members and associates can enjoy a portion of this experience at no cost.

What to expect from our second-opinion service

We will meet with you or your friends, family members and associates for a Discovery Meeting. Assuming we both agree that we have a basis for working together, you will return for the Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.

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