Grant Private Wealth Management

Mar 2024

This review is based on a recent set of meetings in his Pleasanton office. Grant brought his team to consult with our group of investors who focus on energy and real estate. His tax strategies and calm demeanor combined with his track record make the engagement fruitful and pleasant. I would highly recommend Grant for business consulting as well as long term household financial/tax/retirement/succession planning. I think the tax and succession planning aspect is critical and our team is appreciative of his help. The dollars we now save are a tangible result that can has been directly measured.

Jan 2020

Grant has been taking care of my parent assets for a few years now and I can't be more greatfull for all of the great advice he has given them over the years. The attention and support he has provided is a invaluable. I visited SF past weekend and had a wonderful meeting with Grant and my parents going over Estate Planning. It helped me better understand what my parents wishes are and all I can say it was an amazing learning experience for me.

Sep 2018

I heard about Grant and his team from a friend when my wife and I began to collect all accessible information on how to reach a faster retirement with the assets we already build up. Now, when we already approaching our dreams, I clearly realized how lucky we got by meeting a true angel with a black belt in finance. Grant helped us with structuring everything we already knew about finance to a perfect and powerful financial plan. I'm so happy to be equipped with state of the art financial tools that Grant enabled us with! We're now staying on much shorter way to our desired accomplishment. I highly recommend Grant's services to anyone who needs a great coach or just a great professional advice on how to keep your wealth growing. Thank you, Grant for backing up these fantastic and thrilling feelings!