For high net worth individuals and families who want a comprehensive approach to wealth management and personalized service, Gratus is a hands-on, proactive firm that serves as its clients’ Personal Wealth Advocate.
You get advice from your CPA, estate attorney, insurance agent, business consultants, mortgage brokers, etc., but too often they are not working together. They each provide sound recommendations but leave implementation up to you and your family. We serve as your Personal Wealth Advocate to make sure that vital information is shared among advisors, so you get coordinated advice. Then we own the gray space – the tasks that need to be done.