Wealth and Trust Advisory

 

Our clients have worked hard to accumulate what they have, and we understand why they worry about protecting and growing it. For that reason, most clients choose our signature service and core expertise, “Comprehensive Advisory Service”. Many firms talk about “wealth management”; we actually do it. We describe it as integrated investment and financial planning advice. The most educated and wealthy families in America have been using this approach for decades.

Clients enjoy our emphasis on highly personalized and regular meetings where we work to protect and grow their family’s financial security and significance. We listen and learn what is most important to you. If you have children, we want to know them. The result of our work together is clients become better organized, informed, and more confident about their future.

We welcome an opportunity to have a conversation with you, no strings attached.

[We are not salespeople. We do not sell financial products nor receive commissions. Our tax deductible fees are paid directly to us by clients.]

What does Comprehensive Advisory Service Include?

The topics below are included in our Comprehensive Advisory Service.  However, this list may not include your priority or concern.  If so, contact us.  We want to hear about your priority.         

  • Tax Planning
  • Retirement Planning including Social Security Income Strategies
  • Investment Management: We are experts in stocks, bonds, exchange traded funds, mutual funds.
  • Financial Planning
  • Estate Planning
  • Trust Services
  • Estate Settlement
  • Family Philanthropy, Charitable & Strategic Philanthropy
  • Education Planning
  • Annuity Rescue [We help you fix or escape from these oversold products.]
  • Risk Planning
  • Coordination of Counsel with your other advising professionals (legal, tax, insurance, etc.)

Advantages you will experience working with Grove Street Fiduciary:

  • Benefit from savings: tax-efficient, indexed wealth plans for individuals, trusts and foundations designed to maximize your returns.
  • Coordination with your legal, accounting and tax professionals to make sure that all your advisors are working in concert toward the same goals.
  • Enjoy meetings two to four times each year at our office or at your home or office to ensure our work together is proactive and responsive to you.
  • Attentive, high level service, evidenced by a client retention rate of more than 98 percent.
  • Receive expertise from Certified Financial Professionals® who are Accredited Investment Fiduciaries and 5-Star Paladin Registry rated. We also adhere to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Your investments can be anywhere.

Our technology fully integrates investments held in different places like 401(k)’s, 403(b)’s, employer plans, IRA and brokerage accounts held at institutions like Schwab, Fidelity, Vanguard, TIAA-CREF and others. This allows us to design and advise directly on your investments wherever they are. That is flexibility.

Thematic and Socially Responsible Investments

In some cases, clients want to incorporate thematic investments into their portfolio to reflect their beliefs or interests. A thematic investment is any investment that focuses on a specific theme such as socially responsible companies, sustainability ventures, or unique industry trends such as robotics, medical devices, caffeine, water technology, etc. In most cases, these types of investments do not comprise your entire portfolio, however it can further your goals by more closely aligning your values or specific interests with how you deploy your resources.