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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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13

Feb

Ten Pre-Retirement Questions Everyone Should be Able to Answer

Ten questions anyone over age 50 (OK, probably 30) should ask themselves.

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19

Jan

2023 Wrap-Up

Another wild year in the books. Much different, and much better, than 2022 but not without some drama.

Stay Informed with Our Monthly Newsletter

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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