Gratz Park Private Wealth is a full-service group who works to create a plan and develop strategies to help grow, preserve and organize our clients’ wealth.
We have built a foundation of beliefs and systems on which to grow our team into the consummate wealth advisory practice.
It is our top priority to meet the unique objectives and financial goals of our clients. We seek to discover the holistic well-being of clients to create a plan and develop a strategy that’s right for them. We are dedicated to understanding our clients’ goals and dreams so we can put their best interest first while providing excellent, personalized service.
We believe our clients deserve Ritz Carlton concierge-level service, delivered with FedEx efficiency. When they trust us to coordinate the financial affairs of their family, they can rest easy knowing they have our undivided attention.
Gratz Park Private Wealth ultimately strives to provide confidence, well being and legacy security. Our clients should always feel comfortable, relaxed, safe, and confident.
It’s hard to list everything Gratz Park Private Wealth does, but here’s a good start:
Financial plan development
- Insurance policy review
- Wealth transfer
- Wills, powers of attorney, trust review
- Portfolio construction, investment selection, and monitoring
Market outlook and research information Risk assessment and management
- Business services
- Business evaluation
- Investment banking
- Buy/sell agreement review and funding
- Employee Stock Option Plans (ESOPs)
- Administrative and client relationship services
Monthly reporting and annual account reviews
Coordination of client-driven Advisory Board