Investment management
A portfolio built around your income needs, time horizon, and comfort with risk.
GrapeStart conversationRetirement planning. Personally considered.
Your retirement.
Understood.
Good advice begins with knowing you. We bring your investments, income, and retirement decisions together around the life you want to live.
Meet your advisor
Who we help
A life’s work.
A life to look forward to.
You’ve spent years building toward this chapter. Grape helps people approaching retirement and already retired make sense of what comes next—with a clear plan and a personal advisor relationship.
What we do
Your wealth.
Considered together.
Retirement income
Bring savings, Social Security, pensions, and spending into one practical strategy.
Tax-aware planning
Coordinate withdrawals, Roth conversions, and other decisions with your tax professional.
How it works
First, we listen.
Then, we plan.
Meet your advisor
Talk about your life, what is changing, and what you want retirement to make possible.
Build your plan
Connect your investments, income, taxes, healthcare, and legacy priorities in one clear roadmap.
Stay on course
Put your plan to work and revisit it together as your life and priorities change.
Meet your advisor
Someone who knows
what matters to you.
Your family. Your priorities. The things you’re looking forward to. Your Grape advisor takes time to understand the person behind the portfolio—and brings that understanding to the decisions you make together.
Personal guidance. Virtual meetings. Ongoing care.
Common questions
Before we meet.
What happens at the first meeting?
We talk about your priorities, answer your questions, and explore whether Grape is a good fit. It is an introductory conversation, with no obligation to become a client.
Can we work together virtually?
Yes. Grape serves clients virtually across the United States, so you can meet with your advisor from wherever you feel comfortable.
How are advisory fees determined?
Fees depend on the scope of your advisory relationship. We explain the fees and what is included before you decide to work with us.
What is included in the planning relationship?
We coordinate investment management and retirement planning around your income, tax picture, healthcare considerations, and family priorities. We work alongside your CPA and attorney where appropriate; we do not prepare tax returns or draft legal documents.
Your next chapter
starts with a conversation.
A conversation about your retirement and what matters most.
Meet your advisor