Groh Wealth Management is an independent financial services company. We provide financial planning services through J.W. Cole Advisors, Inc. for individuals, families and business owners who are either preparing for retirement or are already retired.
We can help you design a customized retirement plan that will help you work towards your personal goals and give you the confidence that comes with knowing that you have an experienced Financial Advisor at your disposal. By utilizing our broker dealer, JW Cole Financial, Inc., and our clearing house, National Financial Services, a Fidelity Investments company, the financial professionals at Groh Wealth Management have access to a wide array of investment options.
Our mission is to serve our clients as though they are all our friends and family, to communicate difficult concepts in a way that our clients fully understand, to provide full disclosure, and to operate the firm in the most honest and ethical way that we can.
We believe that each client’s values, interests, relationships, and goals are uniquely important. Our vision is to help each client to be able to live meaningful and purposeful lives.
Financial planning is the process of determining how you can meet your life goals through the proper management of your financial resources. Through this collaborative process, we blend the financial and non-financial sides of your life and reflect how changes in your personal circumstances and market/economic conditions can affect your financial future.
In essence, the financial plan is meant to be a “road map” for you, helping you to visualize possible courses of action for your personal circumstances and goals and providing direction to your financial choices. Therefore, whatever the “good life” means to you, Groh Wealth Management can help you get there!