Wealth Advisory Practice with an Elevated Standard of Care
We are an experienced and committed wealth advisory practice offering meaningful guidance and an elevated standard of client care to individuals, multi-generational families, and business owners both locally and throughout the country.
We founded Gratus Wealth Advisors to have the freedom to act in our client’s best interests. With more time and resources to focus on our clients, we have the opportunity to develop deeply gratifying relationships that will span generations. We work efficiently and transparently to help clients achieve their financial goals
Gratus’ clients expect constructive advice and personal attention from a team of experienced and caring professionals. A thorough discovery process with straightforward recommendations helps us simplify complex issues and provide confidence and clarity around long term objectives. We are responsive and proactive communicators who take an interest in our clients’ lives and priorities. Our approach to ongoing communication and regular meetings allows us to adapt as clients’ needs change.
Why Clients Choose Us
Our goal is to know you and your family by understanding your past financial experience, future goals, family dynamics, and business objectives. We start with your goals not your balances to gain understanding and build a personal connection.
Get in touch.
We are a boutique firm and we care about you and your family. Do you have questions for our team and want to get in touch?