GRANDERSON WEALTH MANAGEMENT GROUP INC

Overview

Granderson Wealth Management Group Inc is an independent registered investment adviser that serves both individual and institutional clients. The firm acts as a capital allocator: it manages portfolios directly and brings in outside managers when appropriate. Its advisory work spans financial planning and discretionary portfolio management for individuals, small businesses, and institutions, as well as the selection of other advisers to fill coverage gaps. The firm shows a clear preference for equities, using exchange-traded securities as its primary building blocks, and supplements those exposures with third‑party alternative strategies and mutual funds when client objectives call for additional diversification or income. Granderson does not position itself as an ESG-focused manager and is not structured as a multi-state adviser. Its fee model is mixed—percentage of assets under management alongside hourly and fixed-fee arrangements—giving flexibility for both ongoing portfolio relationships and discrete planning engagements.

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Location & Offices