Welcome to Grandview Asset Management

We’re a financial organization in Harrisburg, PA that understands that individuals face unique challenges as they prepare for today and tomorrow. Whether your goal is preparing for retirement, college savings or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives!

Investment Strategies

Investing should be easy, but most of us have trouble. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals.Understand these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Retirement Planning

Where will your retirement money come from? If your like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Estate Strategy

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance.

Discovery

We begin this initial stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Strategy

The primary objective of this stage is to develop an effective long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plant hat outlines the strategy we recommend for long-term success.

Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you!

Monitor and Adjust

We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

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ommitment to help you work towards achieving all you financial goals for retirement. We have a commitment to excellence in everything we do.  We consider it an honor and  privilege to help our clients work towards making sound investment decision that will contribute towards a secure future. We provide impeccable client service to help reduce taxes and preserve assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.

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rofessionals with years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first porfolio to preparing for retirement, we’re here to serve you for the long-term.