Grace Vidal-Ribas Fcsi, Cim Email & Phone Number

Personalized wealth planning and investment management go hand in hand. A properly executed, globally cohesive strategy can mean the difference between having wealth for a time, and having wealth that grows over generations. A holistic, process-driven approach to wealth management helps ensure that each client has the ability to capitalize on their wealth. I get to know each client, whether professionals, families, or entrepreneurs, and invest as much time as necessary with them to understand their unique goals and perspective. I support many women in their professional goals, financial education and confidence and often work with multiple generations, coaching them about family governance and developing genuine relationships that last. I have a strong personal ethic that encompasses both my work and approach to life, and I believe in providing fee-based wealth management that is transparent, valuable, and highly personalized. I am a proud member of the Women’s Exchange Network, Women in Capital Markets, Women’s Advisory Board, and a champion of women in business.

Listed skills include Wealth Management, Investments, Management Consulting, Investment Advisory, and 17 others.