Holistic Financial Planning for Thriving Families

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 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.

Focused on You

Financial Planning

Financial planning is the process of managing your finances to meet your life goals. Whether you're aiming to buy a home, save for retirement, or ensure your family's financial stability, a well-structured financial plan is essential. We will work with you to develop a personalized plan that aligns with your unique needs and objectives.

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. Reducing unnecessary expenses (like taxes) can make a significant impact in what you're able to achieve.

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 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.

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.

Contact Us

(505) 397-1629

6565 Americas Pkwy #200
Albuquerque, NM 87110

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