Comprehensive wealth management for early retirees, consisting not only of investment consulting, but also longevity planning in coordination with the advanced planning areas of wealth enhancement, wealth transfer, wealth protection, and charitable giving.
(805)446-4494 (310)564-2084 Fax
2659 Townsgate Road Westlake Village, CA 91361-2789 -
MAP
FMB Wealth Management is a boutique, fee-based advisory firm in Westlake Village, CA. Grant has worked at the firm since 2003 coordinating the financial affairs of early retirees, affluent families and business owners. FMB Wealth Management delivers comprehensive wealth management, which means Grant coordinates his client’s longevity planning and advanced planning issues so as to get their entire financial house in order and keep it that way. Grant works hard to bring all of his client’s important advisors to the table to collaborate together and build the most customized, integrated and effective strategies possible.
Comprehensive wealth management for affluent families and small business owners, consisting not only of investment consulting, but also longevity planning in coordination with the advanced planning areas of wealth enhancement, wealth transfer, wealth protection, and charitable giving.
Clients are in their 40's or 50's with at least $1M of investable assets along with some degree of advanced planning needs. Typical client characteristics include sale of closely held businesses, corporate executive, heirs receiving inheritance, blended families, strong charitable intent, longevity and legacy income needs, family foundation, etc.
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Charities
Big Brothers Big Sisters Ventura County ("Big" and Board Member)
College Degrees
B.A. in Business & Economics from UCLA
Speaking/Teaching
Experience
Personal Finance for Graduating Seniors - Westlake High School
Organizations
Conejo Valley Estate Planning Council (Board Member)
