Guiding you through the investment landscape
Navigating the complex investment landscape can be overwhelming to many investors. At Gracy Wealth Management, we provide personalized, objective financial planning and investment management. As an independent wealth management firm, we are not beholden to any bank, investment company, or insurance company. Our advice is always solely in your best interest.
At Gracy Wealth Management, our client relationships begin with financial planning. We start by getting to know you and understanding your core values. We help you identify and develop your personal financial goals, gain a clear picture of your resources and current financial situation. From there we create a plan for the optimal use of those resources, increasing the likelihood of attaining your goals.
We aim to empower you with a customized, actionable financial plan, providing you with the best possible chance of achieving your financial goals.
We understand that retirement planning is a multifaceted process that involves more than just saving money. Our objective is to help you clarify your idea of retirement and develop a personalized plan to help you retire confidently. As an independent fiduciary, we offer impartial advice that may include recommendations for various retirement vehicles available to you, such as Traditional IRA’s, Roth IRA’s, SIMPLE IRA’s, Profit Sharing Plans, 401(k) Plans, and 403(b) Plans. We guide you on your journey to and through a successful retirement.
Our approach to investing is centered around your unique financial goals. With expertise as a Certified Investment Management Analyst (CIMA®), we construct investment portfolios applying advanced, prudent strategies designed to help avoid unnecessary risks and provide the greatest likelihood of reaching your goals.
At Gracy Wealth Management, Estate Planning begins with understanding your core values and the goals you want to achieve during your life and beyond. Working in conjuction with your estate planning attorney and/or CPA, we discuss and provide guidance as to what legal documents suit your individual needs. These may include wills, trusts, advance healthcare directives, and powers of attorney. Our objective is to map out a strategy to most effectively preserve and transfer your wealth in alignment with your values and goals.