Wealth Management

Wealth ManagementAt some point, when assets become so significant, individuals (and institutions) frequently need help managing more than just their investments. They need help projecting the ways that their cash flows will affect their investments AND the ways the cash flow will translate into additional investments. As “wealth managers,” GRAnderson Wealth Management Group steps into to provide tax advice, accounting advice, estate planning, and even advice in regard to the best time to consider legal ramifications of financial activities.

GRAnderson Wealth Management Group typically works with clients to determine the most appropriate structure for GRAnderson’s compensation; and sometimes that structure involves a fixed consulting fee , and sometimes an advisory fee, or a combination of the two. For Wealth Management services, GRAnderson typically relies upon an advisory fee.