OUR SERVICES
OUR SERVICES REVOLVE AROUND YOU
We believe each of our clients is unique, with different goals, different places in life, and their own perspectives on wealth management. Our comprehensive services encompass a wide array of planning, management, and strategic assistance, all delivered with the independence and authenticity you expect.
There during life’s transitions
Many times, clients come to us when their financial circumstances are changing. Perhaps a current adviser is not invested in understanding your evolving needs. Or simply that a higher level of personal service and support—coupled with in-depth planning and specialized approaches—is required. That’s where our team shines.
Here are three common situations we guide clients through with focus and energy.
Adjusting to a changing financial situation
Life is full of unexpected challenges. Whether it’s the passing of a spouse or parent, or the financial implications of a divorce, we’re here to help you manage those monetary windfalls for which you may not be prepared.
Growing your own business
We offer a wide variety of services and strategies for entrepreneurs who are experiencing success in their business. From managing accumulated wealth today to monetizing all or part of the business, our own entrepreneurial mindset gives us an inside perspective at the needs of business owners.
Planning for retirement
Retirement is an exciting chapter filled with opportunities to chase dreams, explore the world, and spend meaningful time with loved ones. It’s about crafting a lifestyle that allows you to live abundantly, give generously, and create lasting memories. Whether it’s planning that dream vacation, helping your children and grandchildren achieve their goals, or supporting the charities you care deeply about, we’re here to help. Together, we’ll build a plan that provides ongoing income and manages taxes efficiently, so you can enjoy the freedom and fulfillment that retirement brings.
OUR WEALTH MANAGEMENT SERVICES
Financial Planning
From evaluating your present financial status to creating a plan that will meet your future goals, our team understands your unique needs.
Liquidity and Cash Flow Management
We’re here to help you access your funds with flexibility and tax efficiency, helping endure you can meet your needs with confidence.
Investment Management
Our advanced designations and industry experience mean we can skillfully manage your portfolio and strategically allocate assets to align with your personal goals.
Tax Strategies
We work with clients to formulate a robust strategy that keeps taxes working in their favor through tax-efficient investing, Roth conversion or charitable giving.
Charitable and Legacy Planning
Living abundantly means sharing your success and making a meaningful difference in the lives of others. We can help you create a plan that maximizes your impact while leveraging potential tax advantages, ensuring your generosity leaves a lasting legacy.
Entrepreneur Services
When your business is interwoven with your life and passions, every decision must be purposeful and informed. From managing today’s assets to monetizing all or part of your business, we are trusted advisors across a variety of business categories.
Risk Mitigation Strategies
From risk avoidance to contingency planning, we collaborate with clients to understand potential threats and how to manage or eliminate them for long-term stability.
HOW DO WE GO ABOVE AND BEYOND?
In addition to the services listed, Founders Grove advisers provide enhanced reporting with our client portal, ongoing contact, coordination and introductions to outside experts, and relationship building with close friends or family members who may be interested in understanding your financial picture.