Assetgrade, LLC

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Home | AssetGrade, LLC Skip to main content menu Our Team Meet Susan Powers Individual Investors Business Owners Women and Financial Planning Media Client Login Contact PLANNING AND INVESTING THAT WORKS FOR YOU We Serve Our Clients Through Deep And Meaningful Relationships. We Make Investing And Managing Our Clients’ Assets A Personal And Seamless Experience Watch the AssetGrade Story All About You HENRYs (High Earners Not Rich Yet) and Small Business Owners - You have “big ideas”/“plans” for your life and want a financial plan that will support your goals. We’ll work with you to develop a ‘Plan for Success’. Savings needs, risk preferences, current accounts, and future goals integrated into one overall plan. Advice That's Right for You - As Registered Investment Advisors, we are legally required to work in the best interest of our clients - we are fiduciaries. We don't get paid to sell certain funds and we don't have funds of our own, so our priorities are simple, our clients. This is our commitment: we work in your best interests, solely in your best interests, 100% of the time. Are your personal finances aligned with your goals and needs? Are you are maxing out your 401(k), but still have extra cash to invest each year and know you need to save more? Is your portfolio aligned with your goals, are paying more than you need to in taxes? You want to make the best financial decisions, but don’t have the time or energy to do so. Learn More Business Owners, You’ve Worked Hard… D

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