The Grant-Stine team offers a personalized approach to helping individuals, families, business owners and corporate executives manage their finances. Putting clients’ goals and needs first, Michael and Andrea work with clients on all aspects of their investments, providing a fresh and wholistic perspective. Their thoughtful advice is based on a combined 50-plus years of experience in helping clients steer through good and bad markets and a multitude of life events in a financially sound way.
Michael and Andrea seek to make a meaningful impact for clients in many areas, including:
Retirement Planning – Whether you are an individual seeking to accumulate a comfortable nest egg or a business owner searching for the most efficient vehicle for putting money aside for retirement, we help guide you through the myriad choices and programs.
Professional Portfolio Management – We realize our clients have worked hard for their money. We build portfolios that are aligned with your goals, how you view risk and where your interests lie.
Risk Management: We help clients prepare for the unexpected and help provide some certainty – whether it’s ensuring loved ones are taken care of, having a reliable source of retirement income or steering through difficult markets.
How do we get started with clients? It all begins with a conversation. We want to hear about your goals and dreams and what is important to you. Michael and Andrea translate these conversations into financial and investment strategies to help you achieve your life objectives. This is the foundation of how we work and the valuable relationships we continue to build with clients and their families.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.