

We specialize in holistic financial planning for Albuquerque households in their 40s and 50s. Our clients are often navigating a tangle of accounts, savings goals, tax challenges, and retirement planning decisions — without clear guidance.
We believe in real relationships, not call centers. As fiduciaries, we help you organize and optimize your finances, from education savings to asset location and risk planning.
You're building your success through hard work. Now let us help your money work smarter for you.
We partner with thriving families to transform today's effort into tomorrow's lasting wealth.
Our strategic approach aligns your financial plan with your personal values, creating a path where you can thrive today while building an even stronger tomorrow.
We help Albuquerque professionals and families in their 40s and 50s prepare for retirement with clear, fiduciary guidance — including income planning, tax efficiency, and personalized strategies that go beyond cookie-cutter advice.
At Grinstead Wealth Management, we work with people who are serious about their goals but overwhelmed by complexity. From 401(k) rollovers to cash flow planning, we help make your retirement vision a reality.
Our personalized strategies help you balance living well today while securing tomorrow, so you can focus on what matters most - enjoying your golden years with confidence. Let us handle the financial details while you embrace life's possibilities.
Grinstead Wealth Management is committed to serving families and professionals who are ready to simplify their financial lives. We offer honest, transparent advice with no commissions, ever.
Contact us to explore tax planning, retirement transitions, and holistic financial strategies tailored to your life. We serve Albuquerque and surrounding areas with a fiduciary standard of care.
Let's start with a conversation to understand your needs. You'll have the opportunity to ask questions, discuss any financial concerns, and discover if our expertise aligns with your goals.
At Grinstead Wealth Management, our story is one of purpose-driven planning. We believe families deserve a relationship with a financial advisor who knows their values, listens deeply, and delivers on a long-term vision — not a rotating face or 800 number.
As a fee-only firm based in Albuquerque, our founder brings clarity to complex lives. We serve professionals and families who are seeking a true partner to guide tax, retirement, and investment decisions with integrity.
I founded Grinstead Wealth Management with one goal: to offer the best advice that’s truly Focused on You.
Over more than 17 years of working with large institutions, I saw the drawbacks of the impersonal, one-size-fits-all approach.
Hidden fees, cookie-cutter solutions, and complicated…
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