Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Business Retirement Plans

Awards & recognition

  • Joseph Grund & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Joseph Grund, Forbes Best-in-State Wealth Advisors, 2022 & 2023
  • Joseph Grund, Ameriprise Circle of Success, 2009-2021
  • David Holland, Ameriprise Circle of Success, 2019-2021
  • Joseph Grund, Ameriprise Circle of Success Diamond Ring, 2013
  • Joseph Grund & Associates, Ameriprise Client Experience Award, 2021
  • Joseph Grund & Associates, Ameriprise Chairman's Award, 2020

Community participation

Jupiter Country Club- Jupiter, FL

  • Golf Member