Family & Individuals Conserve your legacy

Managing wealth in families and through generations can be challenging and there are often complex issues and relationships involved. We’ve served many families to ensure the effective transfer of wealth and passing on of legacies.

At Grum Wealth Management and with the support of Raymond James’ resources, we provide  comprehensive wealth management, customized estate planning, and legacy protection. In working with your existing legal, accounting and tax advisors, we ensure nothing is left to chance and your dreams are not at risk.

Your legacy is important to you and your family. Let us help you protect it.

Family and individual wealth management services include:

  • Wealth & Investment Management
  • Insurance & Annuities
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer
  • Tax Considerations
  • Risk Management

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.