Welcome to Grass Wealth Management
We are a financial services company focusing on retirement planning and estate conservation.
What is estate conservation? Estate conservation involves the preparations necessary to accomplish two goals:
- Manage assets during your lifetime – wealth management is at the heart of a sound financial program.
- Distribute assets upon your death – Making arrangements for the prompt and intended distribution of your assets upon death.
As personal financial professionals, we give you confidence and strive to make investment planning easier by mapping out a plan just for you:
MUTUAL FIT
Mutual fit consultation to help determine if we are a fit to work and grow together pursuing your desired wealth management goals.
ASSESS
Assess, clarify, and define your goals in depth to determine your risk tolerance to plan for your future.
PREPARE
Prepare and analysis of your current financial situation and wellbeing.
PRESENT
Present and recommend strategies that are designed to fit your specific needs.
IMPLEMENT
Implement the plan agreed upon and create an onboarding strategy.
NAVIGATE
Navigate changing financial conditions and communicate what affects you and how you may respond to changing times.
GROW
Grow your wealth while planning for your future
At Grass Wealth Management it is all about the relationship we build with our clients. Your goals are our goals. We are only a phone call or email away, so contact us today for a consultation or if you have any questions. We look forward to talking with you and being a part of your financial journey.
Also, feel free to browse our site. You’ll find a variety of articles, calculators, and research reports that we hope will answer some of your questions or stimulate your interest. Be sure to bookmark this site so you can keep coming back for new and trusted information!
Charles D. Grass, CPA
Melissa L. Larson, ChFC, CLU, CFP