"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.
KENT GREALISH CAN BE SEEN IN
