Customized, Comprehensive and Integrated Wealth Management

About Grant/GrossMendelsohn The Grant/GrossMendelsohn philosophy of providing comprehensive financial services reaches a step beyond customized portfolio management. Grant/GrossMendelsohn is a registered investment advisory firm committed to building and protecting wealth. By providing integrated financial services beyond customized portfolio management, we strive to supply a comprehensive financial strategy designed to meet your investment and financial goals. Through its affiliation with Gross, Mendelsohn & Associates, P.A., a regional CPA and management advisory firm, Grant/GrossMendelsohn is able to provide its clients with comprehensive, integrated financial services including tax and cash flow planning, as well as education, retirement and estate planning. Grant/GrossMendelsohn manages more than $150 million for more than 125 individual investors, corporations, pension plans and foundations. The firm makes buy and sell decisions for our clients, but does not hold their assets. Assets are held in custodial accounts in the client’s name at Charles Schwab and Company, Inc., one of the nation’s most respected custodians, administering more than $1.4 trillion in client assets. Grant/GrossMendelsohn maintains long-term relationships with our clients, based on mutual respect, a structured and disciplined process, personal communication and performance. We are proud of the fact that most new clients are referred either by existing clients, or attorneys and CPAs. We work diligently to build their confidence and trust, and invite you to experience the personalized attention that is unique to Grant/GrossMendelsohn.