We Are
a Fiduciary
Our Promise
At Grape Wealth Management, we operate as a fiduciary, placing your interests above ours, ensuring transparency, integrity, and a client-centric approach. We are your partners in navigating your financial journey, providing independent financial advice, unparalleled support, and equitable solutions.
Grape Wealth Management
Alex Newman - Founder
I'm Alex Newman, the proud founder of Grape Wealth Management. With over 20 years of experience in finance, my ambition was to create a unique wealth management firm that offers our clients a world-class experience by managing retiree investments. My vision for Grape Wealth Management is to be the reliable one-stop solution for all wealth matters, offering the best service possible to our esteemed clients.
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What We Do
Investment Management
We employ a robust, data-driven approach, tailoring your portfolio to align with your specific financial goals and risk tolerance. Our team continuously monitors market trends and adjusts your investment strategy accordingly. Whether it's stocks, bonds, mutual funds, or other investment vehicles, our focus is always on maximizing your returns while preserving your capital.
Wealth
Introducing the Grape Wealth Management "WEALTH" Framework:
'W' stands for 'Why'. Why are you investing? Your motivations could range from planning for your retirement, securing your children's future, or perhaps contributing to a charity. Identifying this 'Why' is our starting point.
'E' stands for 'Estate Planning'. We consider this an essential step. It's about understanding your legacy and ensuring that your wishes for the future are protected and executed exactly as you envision.
'A' signifies 'Allocation'. As the adage goes, portfolio allocation determines 90% of its performance. We actively manage your investments, ensuring they are appropriately allocated to match your financial objectives and risk tolerance.
'L' represents 'Lifestyle'. Comprehending your lifestyle helps us uncover goals and establish a baseline for your expenses. Whether you are a homebody or a globetrotter, we recognize the importance of tailoring our advice to suit your lifestyle.
"T" we understand that managing your taxes is crucial to your financial success. We can help strategize around Roth conversions and tax loss harvesting to enhance your financial position.
(*Please remember to always review these strategies with your CPA or tax professional, as we cannot provide tax advice. Our philosophy is simple: it’s not just about how much you earn, but how much you retain.)
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Finally, 'H' stands for 'Health'. Indeed, health is wealth. Recognizing your current and potential future health concerns can make a significant difference in securing a successful retirement.
This WEALTH Framework is at the heart of our approach at Grape Wealth Management, ensuring that all aspects of your wealth are managed seamlessly.
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