GrandView Asset Management
Committed to helping you work towards achieving all of your financial goals.
Congratulations on Retirement, Wendy!
Wendy has been an valuable member of the GrandView Asset Management team for years, providing unwavering support to both the staff and clients alike. Her dedication has been evident in the tireless effort she puts into her role every day, going above and beyond to ensure that the team is able to operate at peak efficiency and that each client feels extremely welcomed. Her positive attitude and approachable demeanor has made her a joy to work with, and she has built strong relationships with both colleagues and clients alike. We are incredibly grateful for her contributions over the years.
Please take a moment to read this letter from Bruce Smith regarding Silicon Valley Bank and the statement from Charles Schwab’s CEO.
Accessible Investment Advisor
We respect the time of our clients. We work around your schedule, even if that means after work or weekend meetings. You can always count on Bruce Smith to be available for you.
Fiduciary Investment Advisor
As a fiduciary, we are obligated to put you first. This easily sets us apart from other types of firms in the industry that may be held to a lesser standard than you would expect.
Fee-based Investment Advisor
We do not sell financial products or accept commissions. This minimizes conflicts of interest with our clients. We get paid directly by you to provide you advice with your best interests at heart.
OUR EXPERIENCE
Building Long-Term Relationships
As a financial management company, we’re committed to building long term relationships with each of our clients. You can greatly benefit from the counsel of our fee-based financial management team for many years to come, regardless if you’re investing for yourself or your company. We have an incredible amount of tools, resources and expertise to be the perfect fit for you. We look forward to having the opportunity to work with you.
OUR EXPERIENCE
Our Commitment to You
We’re committed to helping you work towards achieving all of your financial goals for retirement. Our experience 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 portfolio to preparing for retirement, we’re here to serve you for the long-term with our commitment to excellence in everything we do.
