Fiduciary Guidance for Thriving Families & Retirees
We turn your financial chaos into clarity you can trust—without jargon, judgment, or guesswork
Always Independent, Never commission-based
Your finances are getting complicated:
Stuck in the Middle of your Professional Relationships
Juggling family, career, and social commitments leaves little time—or energy—for managing a complex financial life. As responsibilities grow, so does the pressure, yet the time and specialized knowledge to stay ahead often fall short
A Stack of Priorities and Not Knowing Who to Trust
Constant, low-grade stress that comes from knowing important financial tasks are being left undone.
You want to take action – but time slips away, and the uncertainty lingers.
Hoping the Annual Review Covers Everything Important
You were promised holistic advice – tax strategy, education planning, estate guidance – but what you got felt generic.
You're tired of repeating your story, explaining your values, and still being treated like just another account.
The personal touch you expected never showed up.
Life is Shifting
You've stuck with the usual strategy – but now life is shifting.
Aging parents, looming college costs, rising healthcare prices, and retirement approaching are making you question if that approach still fits.
The stakes feel higher.
Clarity, confidence, and control
You’ve done the hard work to earn it. We build the system to protect it
We serve high-income, mid-career professionals who feel like they’re juggling too much to manage their financial life properly—but they know the stakes are too high to keep winging it.
Our system brings together tax, investment, education, and retirement planning into one coordinated process—with personalized advice, execution, and ongoing clarity. No shame. No Judgement. Just momentum.
Our Process - From theory to clarity
Your entire financial picture brought into focus, with specific, personalized action steps—and someone to make sure it actually gets done
Diagnosis-first approach
Clarifies what matters most, without judgment
High-touch implementation
We don’t just make a plan—we do it with you
Tailored communication
Built for your schedule, values, and family complexity
What others are saying
"Justin really cares about his clients"
"He takes the time to explain the risks and possible rewards of various investment strategies.
He wants to grow and protect your money as if it were his own family's money."
Grant Marek
June 26th 2025
"We continue to read dismal news about the volatile stock market..."
"...but for the first time in years I feel totally at ease. I know that we have enough accessible cash to weather any storm and that all of our investments are in good hands. Thank you."
Linda in New Mexico
April 8th 2025
"We get the customized attention we need"
We have an entrusted Justin with GWM with our investments and are pleased with the guidance on our investments and returns.
Jack G.
July 7th 2025
Your Financial Clarity Blueprint
Answer a few thoughtful questions in under 90 seconds — and walk away with personalized insight, no strings attached.
Personalized Financial Planning
You'll get clarity of where we are today From there, we build and carry out the plan. Just for you.
You can count on regular updates & enhancements, with a focus on what matters most—your future
Cash Flow Strategies for Confident Living
Uncover income opportunities.
Grow your current cash flow, build a steady stream for retirement, or reinvest for the future, your strategy will be tailored to optimize the income from your investments
Tax Planning to Keep More of What You Earn
It's not how much you make, it's how much you keep
Don't let taxes eat into your profits. Our specialized tax planning ensures you're using all of the best tax-saving strategies available.
Retirement That Reflects Your Life
Your retirement should be as unique as you are.
We’ll maximize your Social Security, pension, and income streams, ensuring every decision is tailored to your life and future. You get a personalized plan that puts you in control.
Risk Management with Perspective
Protecting your wealth & understand the risks that could impact your future.
Strategies that minimize those risks, from market volatility to unexpected life events. You get a customized plan built around your needs.
Guidance That Supports Your Family’s Future
Quality investment choices that fit your unique goals, and adapt to life's changes Have confidence with a dedicated expert by your side, while you stay focused on what matters most
Your Financial Clarity Blueprint
Answer a few thoughtful questions in under 90 seconds — and walk away with personalized insight, no strings attached.
Connect with Grinstead Wealth Management
Your Investment Management & Financial Planning Solution
Are you interested in learning more about how our elevated client experience can help you pursue your goals? We'd love to have a conversation! Please Provide your contact information so we can schedule a time to talk.
All information contained is for educational purposes only and is not tax, legal, or investment advice. Please consult with qualified tax and legal professionals regarding your specific situation. Grinstead Wealth Management (GWM) is a registered investment adviser offering advisory services in the state of New Mexico and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Past performance is not indicative of future results.
Serving Albuquerque families and retirees with trusted financial planning and investment advice. Grinstead Wealth Management provides clarity through fee-only, relationship-based guidance.
Justin Grinstead is a fiduciary, fee-only advisor registered with the SEC.View Justin’s IAPD report here.
Justin Grinstead is a fiduciary, Fee-Only financial advisor based in Albuquerque, NM, serving families and professionals with holistic financial planning, retirement guidance, tax strategy, and education planning.
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