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Wealth Management, Reimagined™

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.

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Consumer Markets

A business strategy is the means by which it sets out to achieve its desired ends.

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Financial Services

A business strategy is the means by which it sets out to achieve its desired ends.

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Estate Planning

Restructuring your company could restore its viability and improve its liquidity position.

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Communications

A wide range of complex famulus and restructuring - related matters.

Our list of services does not end here. We’ll adapt to your particular needs.

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Our services

The Best Solutions to Help Businesses from End to End

We go deep to unlock insight and have the courage to act. We bring the right people together to challenge established thinking and drive transformation.

01.

True Wealth Practice

Your Personal Financial Practice™ (PFP) isn’t just about managing money—it’s about creating value in every aspect of your life. We focus on maximizing your Life Capital™, the most precious resource you have: your time, energy, and well-being.

02.

Fund It Method

Our Fund It Method is our proprietary cashflow process for making sure you funding the most important areas in your life.

03.

Portfolio Solutions

Align your assets, investments with your goals, priorities and values.  Whether you need Growth, Income, ESG, we have the solutions to your needs, goals, and values.

04.

Tax Planning & Prep

Taxes is an area most people find confusing, complex, and time consuming.  We take away the headache by handling all your tax needs. Say adios to "go speak/check with your CPA". That's us!

05.

Insurance Placement

Life is inherently risky, and while we can't plan for every outcome, we can intelligently manage our risk to help mitigate known and unknown risk's that could derail the best laid plans.

06.

Estate Strategies

It's said nothing is certain but death and taxes.  Well we've got your taxes covered, let us help you ensure you have the right estate plan in place.  We all want to have a easy, tax efficient estate plan that also honor's our wishes and values.  we've got you covered!

What they're saying

“ Working with Efito was a game-changer for our business! Their consulting services provided invaluable insights and strategies that propelled us to new heights. Efito's partnership and look forward to achieving even greater success together."”

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John Oliver

Designer

What they're saying

“ Efito is the epitome of excellence in consulting. From the moment we engaged with them, it was evident that their expertise runs deep. Their ability to analyze complex issues and devise effective strategies is truly commendable.”

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Blanche Fields

Designer

What they're saying

“ Choosing Efito for our consulting needs was one of the best decisions we've made. Their holistic approach considers every aspect of our business, ensuring no stone is left unturned. What impressed us the most was their agility and adaptability.”

Olivia Jonson

Designer

Help with scaling

Build better business software a lot faster and easier with Efito 128

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Customer satisfaction

80%

Web Development

70%

Performance

90%
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Why our consulting? Our experts waiting for you

When your people get up every day wanting to come to work, success happens. We help you to ensure everyone is in the right jobs, well motivated and properly rewarded.

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Easy way to build your dream
Why choose us?

We go deep to unlock insight and have the courage to act.
We bring the right people together to challenge established thinking and drive transformation.
Externally focused plans target goals that are important to external stakeholders, particularly financial stakeholders.

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What is our secret to success and effective strategy?

We go deep to unlock insight and have the courage to act.
We bring the right people together to challenge established thinking and drive transformation.
Externally focused plans target goals that are important to external stakeholders, particularly financial stakeholders.

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