Our Team.

Our team at Grape Wealth Management comprises seasoned professionals from diverse financial backgrounds, united by a common commitment to excellence. With decades of combined experience at leading financial firms, our financial advisors, estate planners, investment managers, and in-house CPA bring a wealth of knowledge and expertise to the table. Our collective passion is to redefine wealth management, offering a holistic, client-centered approach to retirement planning, estate planning, and strategic tax planning. We’re here to guide you on your journey to financial prosperity, helping to secure a future that aligns with your lifestyle and goals.