Tax-Smart Wealth Planning Strategies for Thriving Families and Retirees in Albuquerque
Your journey to financial confidence begins here
You're building your success through hard work.
Our strategic approach aligns your financial plan with your personal values, creating a path where you can thrive today while building an even stronger tomorrow.
We partner with thriving families to transform today's effort into tomorrow's lasting wealth.
Now let us help your money work smarter for you.
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.
You deserve a personalized touch.
Frustrated by generic financial advice that
doesn't capture your unique story?
At Grinstead Wealth Management, we believe your financial strategy should be as individual as you are. We take the time to understand your specific goals, challenges, and dreams before crafting a tailored plan. No cookie-cutter solutions, no product pushing – just thoughtful strategies aligned with your personal vision of success.
Start Your Personal Financial Blueprint
Uncover what’s working — and what’s not — in your financial life.
No prep, no pressure. Just clarity, personalized to you.
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
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Tax Planning
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Cash Flow
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Retirement Planning
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Risk Management
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Flat-Fee Financial Planning
Tailored for increasing complex lives. Personalized strategies for your goals, navigating tax-efficient savings, and achieving financial clarity
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.
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