It all starts with a plan. In fact, that’s the heartbeat of Gratz Park Private Wealth.
We partner with clients in Lexington, KY and beyond to identify their financial goals, needs, and passions and empower them to plan their future with confidence.
As mothers, sisters, daughters and community leaders, we believe family is everything. From day one, we’re an advocate for you, your family and your legacy.
Our intuitive approach to wealth planning allows us to educate and empower our clients as we create a plan and develop strategies to help grow, preserve and organize their wealth. We’ve built our foundation on trust, compassion, relationships, and systems designed to serve you and your family with an experience that is as unique as you are.