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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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  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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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

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Events

Market and Economic Update

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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Welcome to Gratium Wealth Planning

Where Family, Integrity, Gratitude, Excellence, and Relationships can Thrive

At Gratium Wealth Planning, our mission is to help you plan your financial goals guiding you towards more confidence with your financial future. We believe in a holistic approach that focuses on balancing your personal goals with the values that matter most to you. With a foundation of integrity, gratitude, and excellence, we work to foster lasting relationships and support your journey. Together, we’ll help you develop a financial plan that focuses on your dreams and goals.