Joseph Grund & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
At Joseph Grund & Associates, we help multi-generational families, individuals, and business owners navigate the complexities of their wealth by providing personalized solutions. Our mission is to be there alongside of you to guide and help you administer your affairs. Through a holistic wealth management approach, we work closely with your CPA, attorney, and other outside professionals to provide a boutique, family office-like experience.
We are a highly credentialed, knowledgeable team with extensive experience that takes great pride in staying on the cutting edge of an ever-changing industry. As a client of our team, you have full access to every team member, each with their own experience and specialty, ensuring you receive a high-touch client experience.
Our team works hard to understand the individual issues your family and your business face.
We are dedicated to serving you by focusing on everything from retirement, tax and estate planning strategies to investment management and wealth preservation strategies, all while being cost conscious and mitigating risk. With more wealth, comes more complexity. We will walk alongside of you, keeping you informed to help you feel confident about your future by simplifying complex problems and turning them into personalized solutions designed for you and your family.
Point Of Contact:
William Roughen, CFP®, APMATM
561-872-2909