GRID 202 Partners brings together financial professionals with over 40 years of financial services industry experience. Our team has expertise in working with the following individuals, businesses and professions:
- IT Professionals
- Business Owners
- Personal Service Professionals
- Non- Profits
- Family Foundations
- Professional Athletes
We share our wealth of knowledge to help you take control of your financial future to grow and retain your wealth, while aligning with your values. We are an independent, fee-based financial planning practice, which allows us to create unique financial plans that serve YOUR best interests, not ours –a promise we are legally bound to as CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries. We choose the products and services that best meet your needs and not those of a larger organization. All of your Lead Advisors hold either the CERTIFIED FINANCIAL PLANNER™ and/or Chartered Financial Analyst designation.
PARTNER WITH YOU FOR FINANCIAL SUCCESS
We partner with emerging to already wealthy individuals across a wide range of professions and life stages. We collaborate with you to meet your financial goals. Our financial plans are designed as road maps to financial success and designed to meet your needs as you move through life stages including but not limited to your first home, children, second career and retirement.