What We Do

Smart Solutions -
Navigating the Risks and Rewards of Wealth

Gratus Capital is a consultative wealth manager focused on serving successful individuals, families, foundations, endowments and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards.

We believe that your plan should be based on your life and your objectives – not arbitrary benchmarks. We create a plan that grows and evolves with you and your needs as they change over time. We bring all of the pieces of your financial life together in one place with a personalized course of action toward both your short- and long-term financial goals.

Using your goals as a guide, we draw on our experience to design valuable, creative strategies to get there.  And then, we stick with you, providing personalized attention and responsive service throughout.

How can Gratus Capital shape your strategy?

Investment Management

We provide investment capabilities across traditional and alternative asset classes to individual investors and institutional investors.

Integrated Financial Planning

Find a path to financial independence through our signature cash flow discipline, thoughtful planning and measured investments.

Family Wealth Advisory

Discover the power of coordinated high net worth family wealth planning with Gratus as your Personal Wealth Advocate.

How do you define Financial Independence?