As a corporate executive or business owner, you may feel like retirement planning can get complex. While there are more considerations, there are also more levers to pull. This can benefit your plan and help you diversify your investments. You work hard to solidify your company's future, but are you planning just as carefully for your own? Read here: https://lnkd.in/eHKp7TPK
关于我们
An Intuitive Approach To Your Wealth - As mothers, sisters, daughters and community leaders, we believe that family is everything. From day one, we’re an advocate for you, your family and your legacy. Our intuitive approach to wealth planning allows us to educate and empower our clients as we create a plan and develop strategies to organize, grow and protect their wealth. We’ve built our foundation on trust, compassion, relationships, and systems designed to serve your family's wealth management needs with an experience that is as unique as you are. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm Securities offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC Gratz Park Private Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
- 网站
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https://gratzparkprivatewealth.com
Gratz Park Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Lexington,Kentucky
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Financial Planning、Investment Management和Wealth Management
地点
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主要
110 E. Third Street
US,Kentucky,Lexington,40508
Gratz Park Private Wealth员工
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Savannah Martin
Wealth Advisor, RJFS at Gratz Park Private Wealth
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Sherry Holley
President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth
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Ginger Ford
Vice President, GPPW | Registered Financial Professional, RJFS
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Emily Wick
Director of Operations, GPPW | Practice Strategic Business Manager, RJFS at Gratz Park Private Wealth
动态
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Navigating Market Volatility & Understanding Market Movements: There are 3 key factors driving market uncertainty right now. Let's break them down ????Learn here: https://lnkd.in/ePYDfyx9
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Market Update: Navigating Market Volatility & Understanding Market Movements. Watch here: https://lnkd.in/e_jHrKhV
Market Update: Navigating Market Volatility & Understanding Market Movements
https://www.youtube.com/
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News out of Washington drove a tumultuous month of trading which saw domestic large caps mostly hold the line, small caps take the brunt and Euro stocks record a strong start to the year. See more in our market recap: https://lnkd.in/e5qD349r
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Andrew's Monthly Market Update ?? https://lnkd.in/e8xt_ByV
Market Update March 2025
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