Joseph Grund & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Joseph Grund

Joseph Grund

Associate Manager

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David Holland

David Holland

Private Wealth Advisor

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Robert Mayer

Robert Mayer

Financial Advisor

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Benjamin Jay Silberman

Benjamin Jay Silberman

Financial Advisor

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Travis Routt

Travis Routt

Financial Advisor

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Team

Dawn L. Sherwood

Dawn L. Sherwood

Registered Client Service Associate

Lori A. Fraraccio

Lori A. Fraraccio

Registered Client Service Associate