Peter Grange

I'm passionate to help people use wealth to connect to their true purpose and passions in life.

I can tell you making and spending money is NOT your true purpose or passion; I'll help you discover and hone your true purpose and help create holistic financial plans to help you achieve your calling. - Families: I help families with comprehensive, multi-generational family wealth management; We need the whole family involved, and we need a family mission statement! Wealth has decayed and destroyed families, let me help you make sure that doesn't happen to yours! - Couples: I help couples with comprehensive planning focused on income, longevity, and charitable gift planning. We work together to help maximize your goals when leaving a legacy to children is not in the picture. - Business Owners and Businesses: I help businesses and their owners define their mission and create a plan to get there. I hope owners understand and explore how benefits, retirement plans, base compensation, executive compensation, and fringe benefits come together to achieve the business mission, visions, and support the business values. I also particularly help owners understand how their personal financial picture integrates with the business asset through succession planning.