Grant Glenn (CFA, CFP®)
Grant Glenn focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- College/Education Planning
- Entrepreneurs
- Generation X
- High Net Worth Client Needs
- AUM
- Business Owners
- College/Education Planning
- Entrepreneurs
- Generation X
- High Net Worth Client Needs
Planning Specialties
- Share-based compensation (ISOs, NQSOs, RSUs, etc.)
- College Planning
- Retirement Distribution Planning
- Tax Planning
- Portfolio Management
- Small Business Owners
- FIRE (Financial Independence Retire Early)
- Retirement Planning
Additional Information
Noble Wealth Partners is an independent, fee-only, boutique wealth management firm created to provide our clients with a new approach to a financial advisory relationship. We specialize in serving those from Generation X and Y (millennials) with tailored financial plans, wealth strategies, and investment solutions.
We always act as fiduciaries. This means we hold ourselves to the highest levels of integrity, accountability, and our client’s interests always come before those of the firm. 100% of our compensation is derived from our fee to clients and not the products we recommend. We are privileged to work with the families who come to us for wealth planning and are passionate about making their lifelong dreams come true.
NAPFA Start Date
January 18, 2019
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