Financial Security & Clarity for Your Retirement
Your dreams don't retire when you do.
Your entire financial picture brought into focus, with specific, personalized action steps—and someone to make sure it actually gets done
Focused on You
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
Investment Management
Investments play a key role in your ability to pursue your financial goals, which is why we support you in developing a diversified portfolio to meet your needs and help navigate your challenges.
We take time to consider your current situation, goals for the future and any obstacles you may face as we establish a custom mix of investments to meet your needs.
Tax Planning
Tax planning is simply not paying taxes that you don’t owe. Many people inadvertently overpay because they don’t realize or understand the many deductions available, and others overpay because they fail to properly strategize.
Tax planning is an essential aspect of financial management, aimed at minimizing liability and maximizing eligibility for deductions and credits.
Cash Flow Planning
Cash flow planning helps you take control of your income and expenses, ensuring your money works effectively for you.
We create tailored strategies to optimize your cash flow, allowing you to meet short-term needs while planning for long-term financial goals.
Retirement Planning
Planning for retirement is one of the most important financial steps you'll take in your life. We help you build a personalized retirement strategy that aligns with your goals, lifestyle, and long-term vision.
Our retirement planning services are designed to provide you with clarity and confidence, working to ensure that you can enjoy your retirement years comfortably.
Risk Management
Risk management planning services are designed to safeguard your financial future by identifying potential risks and creating strategies to minimize them.
We help you protect your assets, income, and overall financial well-being through comprehensive insurance planning, asset protection strategies, and risk mitigation techniques.
You've earned your retirement. Stop letting money worries hold you back.
At Grinstead Wealth Management, we understand the delicate balance between enjoying today and protecting tomorrow. When market swings make you nervous or inflation threatens your purchasing power, our strategic planning helps ensure your nest egg provides reliable income without being depleted. Let us help you find that sweet spot between financial security and living life to the fullest. After all, retirement should be about savoring the life you've worked so hard to build.
Your Financial Clarity Blueprint
Answer a few thoughtful questions in under 90 seconds — and walk away with personalized insight, no strings attached.
Partnering Together
Let’s Get Acquainted
What’s important to you, where you are and where you want to go.
A Personalized Plan
A tailored financial strategy that aligns with your unique goals.
Expertly Implemented
Investment and Tax Strategies with ongoing management to stay on track.
The Complete Approach
Personalized, proactive strategies that integrate investment management, tax and education planning to simplify and secure your financial future
See if it's a Good Fit
Share your financial goals and challenges. We can explore your unique situation and determine if our personalized approach is the right fit for you.
FAQ
Clear, straightforward answers to common questions about our services, fees, and approach—feel confident and informed as you plan your financial future.
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.
Get Started
©2025 Grinstead Wealth Management, LLC. All Rights Reserved | Tango Advisor Marketing