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 


Joseph Grund & Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC located in Palm Beach Gardens, FL.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: SHOOK is a registered trademark of SHOOK Research, LLC.

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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