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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.

01 Comprehensive Financial Planning.jpg
02 Retirement Planning.jpg
03 Investment Management.jpg
04 Legacy Planning.jpg

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. 


“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


“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

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