How We Help

GrandView Wealth Advisors is the financial planning and investment entity of the GrandView integrated group of financial services companies. GrandView’s specialized team of CPAs*, CFPs and MBAs works closely with business owners and high net-worth individuals to provide unique solutions that address their holistic investment needs.

Regardless of your vocation or retirement endeavors, using a definitive value of accumulated wealth to fund an unknown and ever-changing retirement scenario, is not only unsustainable - it’s irresponsible. At GrandView Wealth Advisors, we measure investment success by focusing on the cash-flow of each client - not on the value of an unpredictable index.

By concentrating our expertise on generating passive income for our clients, we help high net- worth individuals and business owners achieve life’s most important milestones, including:

• Starting, growing and selling a business
• Enjoying a comfortable retirement without compromising on lifestyle
• Intervening positively in the financial lives of children, grandchildren, and aging parents
• Leaving a lasting legacy
  
  

SERVICES

At GrandView Wealth Advisors, our priority is to provide customized services to protect your principal and meet your future income needs. In partnership with our broker-dealer, SA Stone Wealth Management, we provide extensive resources, a broad range of offerings, and a uniquely fundamental approach to investment planning that helps our clients successfully navigate life’s most important financial milestones.