Mick Grossman, Cfp® Email & Phone Number

I am a Private Wealth Advisor at Helix Private Wealth, specializing in wealth management for high-net-worth individuals and families. My focus is on wealth preservation and multigenerational wealth transfer, providing tailored strategies to help secure my clients' financial futures.I prioritize open communication between my clients and their professional advisors, such as attorneys and accountants, to maximize financial health. I aim to uncover hidden opportunities and address complex investment planning goals, striving to ensure clients can preserve their wealth and leave a meaningful legacy.Born and raised in Baltimore, I graduated from Towson University with a Bachelor of Science in Business Administration and earned my Certified Financial Planner™ designation to guide clients effectively.Outside of work, I enjoy traveling with my family, hiking, and playing guitar and piano. My approach is built on fostering strong, trusting relationships that go beyond typical advisory roles. I’m dedicated to helping clients navigate the complexities of personal finance.AR Insurance License #18936925, CA Insurance License # 4037158.--Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

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  Towson University

  College Of Business And Economics