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What We Specialize In

Expert Guidance for a Secure Retirement

At Grand Capital Advisors, we specialize in serving clients over 50 or within ten years of retirement. Let us be your trusted partner in securing a comfortable and fulfilling retirement. Contact us today to schedule a consultation and plan your financial future with confidence.

Our ideal clients have between $1,000,000 and $10,000,000 of investable assets, but we have many happy clients above and below these amounts.

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Clarity and Peace of Mind for Your Financial Future

Clear understanding and informed decisions for a secure financial future.

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Optimization of Investments

Putting the odds in your favor with professional and time-tested investment strategies.

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Minimization of Investment Costs

Cost-efficient strategies to retain more of your retirement savings.

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Reduction of Taxes

Minimizing lifetime taxes with sophisticated tools and planning strategies.

Who We Serve

For those who are planning for many years of enjoyable retirement

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Pre-Retirees & Retirees

Planning your retirement? That's our speciality. We'll help you secure your future.

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Nonprofits, Foundations & Endowments

Let’s ensure your organization’s continued success through our professional and time-tested investment strategies.

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What We Do

An Academic Approach to Managing Wealth

Our educated, rational approach is backed by years of experience helping people like you successfully set themselves up for the future.

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Prudent Planning

Our thoughtful and educated approach builds upon your unique situation.

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Investment Management

For institutions and individuals alike, we put the odds in your favor with professional and time-tested investment strategies.

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Financial Coaching

Sound decisions are rooted in your investment plan, not your emotions. We'll help you stay on track through all of life's ups and downs.

Our Blog

Featured News

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5

Apr

Credit Score: Boost Your Financial Reputation

What are the secrets to a great credit score?  Why should you care?

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1

Mar

How to Become a Millionaire

Would you like to be a millionaire? Here’s how to get there.

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Subscribe to our monthly newsletter for valuable insights, tips, and updates on investment management, retirement planning, tax strategies and retirement lifestyle inspiration.

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