How to Thrive Financially

For a life well lived.

Personalized wealth management tailored to your unique needs.
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Grounded Wealth:
Wealth Management, Reimagined™

Profile's of Our Members

Who we serve
At Grounded Wealth,
We work with individuals and families seeking financial clarity, security, and alignment. Whether you're building a foundation, accelerating growth,
or sustaining independence, we provide solutions tailored to your life’s priorities.
Mid-Life Professionals

Feeling stretched thin by endless commitments and a packed schedule? You're not alone. Like many diligent professionals prioritizing family, and career, you may be craving a shift—a move towards a more balanced, intentional way of living and managing your finances.

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Retirees & Financial Independents

Members who are transitioning to or living in retirement, prioritizing security, independence, and creating a meaningful legacy.

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Young Achievers

Ambitious individuals aged 25-35 who are establishing careers and families, eager to build a strong financial foundation for future growth.

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Wealth Management, Reimagined™

Thriving financially in a complex, rapidly changing world

At Grounded Wealth™, we weren’t satisfied with the traditional approach to wealth management—so we redesigned it. Our mission is to help you thrive financially by giving you back the time, energy, and clarity you need to live a fulfilling, grounded life.

Explore our Approach

What our members value and Prioritize

You desire more than just answers—you want clarity, confidence, and alignment with your life’s purpose.

Trustworthy Advice

Personalized guidance from a fiduciary who understands their unique needs and goals.

Simplicity & Transparency

Straightforward, actionable strategies to simplify their financial lives.

Values-Driven Planning

Decisions and investments that align with their personal and family priorities.

Authentic Partnerships

Long-term relationships built on mutual respect and integrity. Our Members are like family at Grounded.

Our Approach

So we created a Financial Practice Built Around You!

Grounded Wealth’s Personal Financial Practice integrates every aspect of your financial life into one cohesive plan. We balance your needs today with your aspirations for tomorrow, offering tailored advice and proactive guidance at every step.

01.

Personal Financial Practice

Managing your financial life shouldn't feel overwhelming. Goals, investments, taxes, insurance—these moving parts demand a system that works for you, not against you. Grounded Wealth's Personal Financial Practice transforms complexity into clarity, giving you a sustainable path to what matters most.

02.

Cashflow Planning

Money should fuel what matters most in your life. Our Fund It Method creates a clear framework to optimize your cashflow, strengthen your savings, and ensure your resources align with both today's needs and tomorrow's dreams. We help you build a financial system that reflects your values and supports the life you want to live.

03.

Investment Solutions

Your investments should reflect who you are and where you're going. Grounded Portfolio Solutions builds personalized investment strategies—whether you're focused on growth, income, or sustainable investing (ESG)—that align with your values and create a stable foundation for reaching your goals.

04.

Tax Solutions

Say goodbye to tax-season stress. At Grounded Wealth, we handle all your tax needs in-house as your dedicated CPA team. From filing to planning, we make taxes simple and seamless so you can focus on what matters most.

05.

Insurace Solutions

Life brings uncertainty, but smart risk management protects what matters most. At Grounded Wealth, we identify and address the risks that could impact your financial future. Our strategies safeguard your foundation and give you peace of mind for whatever lies ahead.

06.

Legacy & Estate
Solutions

Legacy planning shouldn't be overwhelming. At Grounded Wealth, we create estate plans that honor your wishes, minimize taxes, and protect your legacy. We provide clear guidance and tools to give you confidence that what matters most will be safeguarded for generations to come.

Our Value-Added Difference

At Grounded Wealth, we go beyond solving financial problems—we help you craft a life that is intentional, balanced, and deeply aligned with your values.

Our approach includes:


Personalized Guidance

Tailored solutions designed to meet your specific goals and needs.

Proactive Collaboration

We partner with you every step of the way, offering clarity, accountability, and ongoing support.

Integrated Ecosystem

A seamless, unified financial practice that simplifies your life.

Fiduciary Standard of Care

Acting in your best interest in everything we do, everyone deserves a fiduciary standard of care.

Grounded News

Read some of our insights and education

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Some of our active and retired members are from:
American Family
Bristol Myers Squibb
US Bank
Rubrik
Allina Health
3m



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