Chris Grande, MSIM, RMA®

Chris Grande, MSIM, RMA®

I help a limited number of busy families develop a comprehensive, dynamic & intergenerational lifetime financial strategy and help keep them organized and accountable to their plan. Our value promise:

  1. Align your financial choices with your most important goals and most deeply held values; 
  2. Get your entire financial house in order, and keep it that way, forever; 
  3. Foster a "10" level of confidence that you will achieve your goals;
  4. Be your advocate for your wishes whether or not you can advocate for yourself;
  5. Maintain Absolute Confidentiality.

In a nutshell, our team worries about your money, so you don't have to. With a goal of keeping you informed, but not overwhelmed. So that you can spend less time worrying, and more time actualizing your personal values.

By doing so, I believe this will help you to fulfill your life's higher purpose. Is this the kind of relationship you'd like to have with your financial advisory team? If so, let's talk.