"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.
Kent Grealish
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

EDUCATION CENTER

Hot Topics

Kent in the news

How to become a better investor

Blog

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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