Make the financial picture easier to find
We organize accounts, insurance, property, income sources, beneficiary designations, and key professional contacts into a planning record.
Grape Wealth Management
Legacy and family transition planning
A successful plan should help your family understand what you own, where it is held, and what to do next if you cannot manage it or pass away.
Start a conversationWould our family know where everything is?
Are beneficiaries and trusted contacts current?
How might taxes and account types affect what heirs receive?
Coordinate the handoff
When appropriate, we work alongside your estate-planning attorney and tax professional so the investment and planning picture is not isolated from the legal documents.
Reduce the burden on your family
The goal is a simpler transition: fewer unanswered questions, clearer instructions, and a trusted team already familiar with your priorities.
The Sonoma Plan™
More clarity for the decisions ahead.
We bring the moving parts into one planning conversation, then keep the plan current as life changes.
Talk with Grape