We use a five-step wealth management process as a parameter for working with clients. It begins with a Discovery Meeting where we ask you 64 questions around the seven major themes of wealth management. Identifying any holes in your wealth strategies and providing solutions for your best wealth and life!
Grubb Wealth is passionate about helping business owners realize their purpose and build personal and business wealth through a well-defined process. Molly Grubb helps CEOs define their purpose and create a system that will multiply their success and build their dynasties! And here's why: Molly gets it.
Grubb Wealth is passionate about helping business owners realize their purpose and build personal and business wealth through a well-defined process. Molly Grubb helps CEOs define their purpose and create a system that will multiply their success and build their dynasties! And here's why: Molly gets it.
Services
Character is about the personal qualities clients want in their wealth manager. Integrity is perhaps the most important quality, but trust and dependability also rank extremely high. Chemistry is the ability to be "in sync" with our clients. We have chemistry when we connect with them-we know what they want to talk about, and we see eye to eye on important issues.
Molly Grubb grew up in Newark, Ohio, and is the youngest of six children. She holds a degree from The Ohio State University in actuarial science and has a diverse background in risk assessment, pensions and wealth management. She has been a proven leader within two banks: National City and Key Bank.
Molly Grubb is the Founder of Grubb Wealth, the premier personal CFO firm for helping business owners become even more successful. Grubb Wealth is designed to help business owners realize their success by building out structures to free up their time and money that allows them to protect their wealth and build a company that transferable to the next generation on their terms.
We have years of experience assisting our clients in succession planning and transferring businesses to qualified new owners. We stand ready to help smooth the way into your future by readying your business for sale, planning for the transition, and preparing your business and personal finances for the future.
We define Wealth Management with the following formula: Wealth Management equals Investment Consulting plus Advanced Planning plus Relationship Management. Anyone who offers Wealth Management offers Investment Consulting, some better than others. The second component is Advanced Planning. This involves a wide spectrum and a wide variety of advanced planning issues that we will address in a moment.
Reviews (2)
K. Darland
Jul 13, 2021
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The only reason this company is getting a one star rating is because you have to enter something. The truth is the rating is minus 50.
DO NOT invest your money with this company. Ms Grubb is only interested in how she is going to make money for herself. She will convince you to purchase annuities, insurance and buying into oil wells where she is making money by selling these types of investments. Also, her charges for investing your money is exuberant!
By getting into these types of investments you will pay much more to have your taxes done. The average CPA does not know how to do the taxes on
DO NOT invest your money with this company. Ms Grubb is only interested in how she is going to make money for herself. She will convince you to purchase annuities, insurance and buying into oil wells where she is making money by selling these types of investments. Also, her charges for investing your money is exuberant!
By getting into these types of investments you will pay much more to have your taxes done. The average CPA does not know how to do the taxes on
Lawrence Hagen
Jan 20, 2020
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We were approached by Molly Grubbs with great promises of managing our assets to maximize them and begin to structure our finances with retirement in mind . What we got were unmet expectations, disorganization and no follow thru. We found her fees excessive compared to the national average and have been overall disappointed with the experience, Seek your financial planning elsewhere
