Grant Private Wealth Management

Grant Private Wealth Management Inc, is a Registered Investment Advisor firm located in both Pleasanton and Walnut Creek, CA, dedicated to providing financial planning to high net worth individuals and families. We work closely with our clients to develop investment strategies tailored to each client’s unique circumstances. As a fee-based Financial Advisor, we have a fiduciary responsibility to advise clients in their best interest. There is no hidden agenda, no proprietary investment products that are associated with a particular brokerage house. We represent YOU and YOUR interests when giving you financial advice.