Broker Check

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


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.


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance