SOLUTIONS
At Grove, we are committed to building solutions that align with the client’s purpose and vision. We provide advisory services and access to top-tier strategic partners (custodians, insurance companies, etc.).
Our extensive experience and professionalism allow us to focus on the three major areas of the financial world.
INVESTMENT PORTFOLIOS
We collaborate with clients to design investment portfolios that align with their interests and long-term growth.
OUR SOLUTIONS INCLUDE:
PREMIUM PORTFOLIO
Minimum investment amount of $250,000, offering sophistication and tailored investment strategies.
JUNIOR PORTFOLIO
Minimum investment amount of $50,000, providing versatility and personalized attention in investment strategy.
MICRO PORTFOLIO
Designed for accounts focused on long-term retirement planning and for individuals in growth. We offer accounts with monthly and/or annual contributions, such as IRA (Individual Retirement Account) or Roth IRA.
For more information about our portfolio strategies, please review our online brochure.
LIFE INSURANCE AND ANNUITIES (INSURANCE COMPANIES)
We assess the client's needs and the use of insurance products for family protection and investment strategy.
OUR SOLUTIONS WITH INSURANCE COMPANIES INCLUDE:
Term Life and Permanent Life Insurance Policies.
FINANCIAL PLANNING
We assess the client's needs and the use of insurance products for family protection and investment strategy.
OUR ADVISORY SERVICES SPECIALIZE IN THE FOLLOWING PURPOSES:
Comprehensive financial assessment
Plans and strategies for retirement
College savings plan
Risk profile review
Second opinion on investment portfolios or insurance
Economic protection for the family