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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

Pre-Retirees & Retirees

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

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.

Prudent Planning

Our thoughtful and educated approach builds upon your unique situation.

Investment Management

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

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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The #1 Foundational Skill to Build Wealth

Do you know the #1 foundational skill people need to create wealth? Hint: It isn’t investing.

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“Someone is Attempting to Steal Your Identity”

Don’t be a victim of identity theft. Here are some simple steps you can take to keep criminals frustrated instead of you.

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