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  • How we work

    We provide personalized advice based on what’s most important to you.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

Gratias Wealth offers financial planning services that we believe go beyond what you might expect. You may depend on us to help with your financial planning needs. It is our commitment to a comprehensive, holistic approach that allows us to provide outstanding service and convenience for addressing the busy, multifaceted life you lead.

Our guidance includes providing wealth preservation and tax planning strategies through your life and beyond. We believe this can provide the proper lasting legacy you desire with an overarching goal of intergenerational planning.

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Events

Market and Economic Outlook Webinar

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

Simple Safeguards: How to stay safe from Identity theft and Cybercrime

The presentation will focus on these areas: The impact of technology, Understanding the threats, Protecting you and your family, Accountability and support.

Social Security - Preparing for Retirement

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

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Who we work with

Gratias Wealth works with uniquely successful individuals and affluent families, many of whom are retired or near retirement. This includes executives, professionals and retirees. Our clients represent a diverse set of occupations in many areas.

While their financial situations and experiences vary, we believe their common thread is a desire to build and preserve their wealth, while mitigating risks such as inflation, taxes and market fluctuations. We look to apply our knowledge, experience and capabilities to customize financial strategies that address the needs and concerns of each. We are very connected to the financial and personal lives of our clients, and pride ourselves on building, long term relationships.