Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services Inc., celebrated the opening of their new Ponte Vedra Beach office on June 11 with a ribbon cutting.
Gratium provides financial advice for each stage of life through personalized planning. Equipped with the expertise of 35 advisers and 22 support staff, Gratium is committed to helping clients achieve more financial freedom, empowering them to give generously of their time, talents and resources to the things that matter most.
Whether the goal is saving for retirement or laying a financial foundation for future generations, Gratium puts clients and their priorities first to create custom plans and insightful strategies that help secure their financial future.
Gratium Wealth Planning prides themselves on their core values; gratitude, excellence, growth, family and integrity. The name Gratium is a Latin derivative for gratitude.
“A forest thrives not because of the strength of a single tree, but because of the unseen network beneath it,” said Tara J. Showalter, managing director and financial adviser for Gratium. “The root system nourishes, protects and connects every tree within the forest. Resources flow where they are needed most, creating resilience, promoting growth and strengthening the entire ecosystem.”
Gratium believes that outstanding financial outcomes are achieved in much the same way. Their strength is found in their collective knowledge, experience and collaboration.
Their wealth and financial planning process consists of a written financial plan, asset allocation, investment policy, insurance and annuity review, tax planning and estate planning.
Gratium’s award-winning wealth planning continues to grow and provide holistic planning strategies for clients across the state of Florida.
To learn more, go to https://www.ameripriseadvisors.com/team/gratium-wealth-planning. To schedule a consultation, call 386-597-2994. The office is located at 3201 Sawgrass Village Circle, Ponte Vedra Beach. The hours are 8:30 a.m. to 5 p.m. Monday through Friday.
