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Our Services GRF Wealth Management offers several services to help you effectively manage your wealth and assets.
Click on a service below to learn more about how we can help you with the following:
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• Asset Management
• Education Funding • Estate Planning • Retirement Planning • Succession Planning |
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ASSET MANAGEMENT Achieving financial success is a complex and confusing challenge to even the most experienced investors, requiring a significant amount of time, knowledge and resources. Many affluent investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional strategies while leveraging the expertise of highly skilled professional investment managers. GRF Wealth Management offers just this kind of approach. Our program is designed to protect and increase your wealth by closely monitoring your after-tax returns with a high level of personalized service and expertise. We provide:
EDUCATION FUNDING An education for your children or your grandchildren is an important investment in the future – one that needs the right amount of planning, research and calculating. The predicted cost of a four-year college education in 2018 is more than $80,000 for a public school or $340,000 for a private school, according to estimates by The College Board. Our professionals can help you determine the amount of money you will need to save each year and the types of investments available to fund the education of your family members. ESTATE PLANNING Estate Planning is the orderly control and management of one’s assets, with arrangements for the eventual transfer of those assets to one’s chosen heirs, with the least complication and cost possible. When it comes to estate planning, many obstacles can stand in the way of your heirs receiving what you intended for them – creditors, the legal system, estate taxes - that's why you need sound professional advice to protect your assets. Our certified financial planners can help you make the right choices when considering wills, living trusts, gifting, long term and medical care issues, and other measures to minimize estate taxes and provide for your beneficiaries according to your wishes. RETIREMENT PLANNING Now is the time to start planning for your retirement. Even if you are over 50, it is not too late to begin the process. Our professionals are ready to answer questions such as:
When a business is a key component of family wealth, the owner usually has a strong desire to perpetuate it in one form or another. But perpetuating the business through an orderly succession to family members or other insiders is the ultimate management challenge. The owner must deal with business, family, tax, and estate issues when planning for the succession of both management and ownership. Ideally, any transition must preserve the continuity of leadership and it is most important that the succession of ownership and management be an ongoing process rather than an event. Our professionals have extensive experience with these issues and will work with you and your family members to develop and execute a cooperative and mutually satisfactory succession plan. Contact us today to schedule an appointment to evaluate your investments and start a plan for reaching your goals. . |
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4550 Montgomery Avenue, Suite 650N Bethesda, Maryland 20814
Phone: (301) 951-9090 Fax: (301) 951-9676