Broker Check
Wealth Management Retirement Planning Tax Reduction Strategies Defining Success
Client Centered

Anita Grossman

Private Wealth Strategist

"I started my company 27 years ago to make a difference in the lives of a select few. Everything we do is driven by our clients’ goals. Maintaining the status quo is not a reason to continue a current plan. We listen carefully and challenge complacency. Our implementation strategies are customized for each affluent family. We provide financial advice for people who want to protect and growth their wealth. Clients stick with us because of our long track record. Our process consists of:

  • Defining your goals
  • Reviewing your assets
  • Analyzing your needs
  • Providing recommendations
  • Managing portfolios & revising along the way

 Our expertise is in wealth accumulation and preservation, investment management, retirement and estate planning, tax management, business succession, & charitable giving." 

~Anita Grossman, Private Wealth Strategist

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