Company

Graham Wealth Management

Investment Management Prosper, Texas, United States 2 employees

Employees: 2

www.grahamwealthmanagement.com LinkedIn

Graham Wealth Management Overview

Headquarters: Prosper, Texas, United States
Website: www.grahamwealthmanagement.com
Industry: Investment Management
Employees: 2
Founded: 2019
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Financial Planning Risk Assessment Portfolio Construction Portfolio Management Investment Selection Investment Monitoring Cash Flow Planning Goal-Based Planning Open Architecture Platform Fiduciary CFP AIF

About Graham Wealth Management

I have been serving the financial planning and investment management needs of affluent individuals and their families since 2001. I began my career with the firm that most now know as UBS Financial Services. After spending 4 years with Merrill Lynch, I wanted a less rigid structure and joined Southwest Securities (now Hilltop Securities). Seeking more flexibility to serve my after 18 years with large firms, I made the decision to open Graham Wealth Management - my opportunity to demonstrate that clients hire the person, not the brand name. I’m an open book and address any questions about becoming an independent financial advisor. JC is a registered representative offering Securities and Advisory Services through United Planners Financial Services. Member: FINRA SIPC Graham Wealth Management and United Planners are independent companies.