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Guiding you on your financial journey

Guiding you on your financial journey

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A well-designed financial plan is a source of confidence, a road map to achieving your financial goals. At Gracy Wealth Management, we get to know you, gain an understanding of where you are today and where you want to be in the future. We guide you with a plan designed to get you there.

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02 Retirement Planning.jpg
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04 Legacy Planning.jpg
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Two Words:  Independent Fiduciary

At Gracy Wealth Management independence means we are not beholden to any investment company or investment product. We work with many companies to create the best financial planning recommendations for you. Acting as a fiduciary means our recommendations and advice to you will always be solely in your best interest. 

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“The CFP® certification is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.” – SEC form ADV disclosure

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“The CIMA® certification signifies that an individual has met initial and on-going experience, ethics, education, and examination requirements for the job of investment management consulting, including advanced investment management theory and application.” – SEC form ADV disclosure

Contact

CONTACT 
US

Tel. 352-336-3039

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VISIT
US

3520 NW 43rd Street

Gainesville, FL  32606

 

EMAIL
US

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Resources

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FORM CRS

DAVID GRACY IS REGISTERED WITH AND OFFERS SECURITIES THROUGH KOVACK SECURITIES, INC. MEMBER FINRA/SIPC. 6451 NORTH FEDERAL HWY, SUITE 1201, FT. LAUDERDALE, FL 33308 (954)782-4771. ADVISORY SERVICES OFFERED THROUGH KOVACK ADVISORS, INC. A SEC REGISTERED INVESTMENT ADVISORY FIRM. GRACY WEALTH MANAGEMENT IS NOT AFFILIATED WITH KOVACK SECURITIES, INC. OR KOVACK ADVISORS, INC. REGISTERED REPRESENTATIVE MAY ONLY CONDUCT BUSINESS WITH RESIDENTS OF THE STATES AND/OR JURISDICTION FOR WHICH THEY ARE PROPERLY REGISTERED. LINKED SITES ARE STRICTLY PROVIDED AS A COURTESY. KOVACK SECURITIES, INC. DOES NOT GUARANTEE, APPROVE NOR ENDORSE THE INFORMATION OR PRODUCTS AVAILABLE AT THE SITES, NOR DO LINKS INDICATE ANY ASSOCIATION WITH OR ENDORSEMENT OF THE LINKED SITES BY KOVACK SECURITIES, INC. NOR KOVACK ADVISORS, INC.

© 2023 by Gracy Wealth Management

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