GrandView Asset Management
Committed to helping you work towards achieving all of your financial goals.
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.
In The Community
Watch Bruce Smith on Good Day PA!
“Bruce Smith with Grandview Asset Management shares the final few points of his retirement checklist. From social security to your will he covers what you need to have in order before you retire.”
- This episode aired on August 30th, 2023.
- We will return on Thursday, September 28th, 2023.
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.
Social Security
Date: Wednesday, October 11th, 2023
Time: 1:00PM to 3:00PM
Presenter: Bruce Smith and SSA
Location: GrandView Asset Management
Available online (Microsoft Teams) or in-person.
Medicare Made Easy
Date: Saturday, October 21st, 2023
Time: 10:00AM – 12:00PM (Noon)
Presenter: Harry Burkett
Location: GrandView Asset Management
Medicare Made Easy
Date: Saturday, November 4th, 2023
Time: 10:00AM – 12:00PM (Noon)
Presenter: Harry Burkett
Location: GrandView Asset Management
Social Security
Date: Wednesday, November 15th, 2023
Time: 1:00PM to 3:00PM
Presenter: Bruce Smith and SSA
Location: GrandView Asset Management
Available online (Microsoft Teams) or in-person.
Workshop Registration
Please provide us a few details about your reservation to one of our workshops. We’ll gladly confirm your reservation soon.
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