"A goal without a plan is just a wish." - Antoine de Saint Exupéry
Welcome to Grealish Investment Counseling. Our unique investment advisory relationship recognizes the need for partnership and collaboration in designing a personalized investment plan. Using basic common-sense rules and a logical decision-making process, we work together to help you achieve your investment goals and fulfill your financial responsibilities to yourself and your family.
- Customized retirement and investment plans
- Second Opinions: strategy, risk and expense evaluation
- Guidance for trustees, conservators, fiduciaries and guardians
- Employer/Employee counseling and education
Fee-only/hourly rate - no commissions or ongoing fees.
You deserve access to competent investment advice at a fair price.
EXPERTISE & EXPERIENCE
About Grealish Investment Counseling
Investment Philosophy
Impartial, objective advice
Frequently Asked Questions
A BETTER WAY TO INVEST
6 successful investment plan steps
A conservative investment strategy
The Building Blocks of our Partnership
Human nature and investments
Let’s Talk (650) 952-5488
This is the first step in getting to know each other, allowing us time to answer your initial questions and discuss your investment planning needs.
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