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

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Small Business
  • Family Finances
  • Insurance
  • Saving for Education

Awards & recognition

  • The Grassman Stern Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Daniel Grassman, Forbes Best-in-State Wealth Advisors, 2021-2024
  • The Grassman Stern Group, Ameriprise Client Experience Award, 2022-2023

Community participation

  • Feed My Starving Children

Honored to be recognized in Forbes

All of us at The Grassman Stern Group are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.