Network·Family Office
📍 ROSEVILLE, CA
SEC CRD #801-123725
Dimensions Wealth Management - Roseville, CA Skip to content Skip to Client Access 915 Highland Pointe Dr Ste 250 Roseville, CA 95678-5421 T 916.330.4108 Map and Directions Map and Directions A certification of skill – a commitment to serve When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future. When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals. B Business Owners Unique solutions for business owners and entrepreneurs. Learn More R Retirees Nurturing wealth so you can live a longer, better life. Learn More "The essence of investment management is the management of risks, not the management of returns." Close Expertise Knowledgeably Applied Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives. Learn More Close Resources Vital to Success There are many aspects to investing. We provide a depth of ability and resources to match your needs a
KALI GRANT
CHIEF COMPLIANCE OFFICER
📞 (916) 330-4108
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AUM
$152M
Check Size
$330.4108M–$330.4108M
Location
ROSEVILLE, CA
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