Gratium Wealth Planning

Gratium Wealth Planning Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC

Gratium Wealth Planning is committed to helping our clients achieve more financial freedom - empowering them to give generously of their time, talents, and resources to the things that matter most. Whether your goal is saving for retirement or laying a financial foundation for future generations, we put people and their priorities first to create custom plans and insightful strategies that help se

cure their financial future. Connect with a GWP Financial Advisor today to schedule your complimentary initial consultation.

- Investment Management
- Retirement Planning Strategies
- Tax Planning Strategies
- Saving for Education
- Cash Flow Management Strategies
- Wealth Preservation Strategies
- Small Business
- Insurance
- Estate Planning Strategies

10 Florida Park Drive N Ste D
Palm Coast, FL 32137-3667
Phone: (386) 597-2994

Happy Birthday, Kim! 🎉We're grateful to have you on the team and hope your day is filled with celebration.
05/31/2026

Happy Birthday, Kim! 🎉
We're grateful to have you on the team and hope your day is filled with celebration.

Saving for education starts with a plan.A 529 plan can be a powerful way to prepare for future education expenses while ...
05/29/2026

Saving for education starts with a plan.
A 529 plan can be a powerful way to prepare for future education expenses while offering potential tax advantages. Even small contributions over time can add up in a meaningful way.
https://bit.ly/4nWzQxL

Join us as we celebrate the opening of our new office!Stop by, say hello, and help us celebrate our new office with an e...
05/28/2026

Join us as we celebrate the opening of our new office!
Stop by, say hello, and help us celebrate our new office with an evening of connection and conversation.

DATE: Thursday, June 11, 2026
TIME: 4:00 PM – 6:00 PM EDT
LOCATION: 3102 Sawgrass Village Circle, Ponte Vedra, FL 32082

To reserve a spot:
Call us at 386.597.2994 or email us at [email protected]

We look forward to seeing you there!
https://bit.ly/4wTy7gH

Are you able to see your full financial picture in one place?With Ameriprise OmniView, you can securely view all your ac...
05/26/2026

Are you able to see your full financial picture in one place?

With Ameriprise OmniView, you can securely view all your accounts — even those held at other financial institutions — in one convenient dashboard.

Having everything in one place can provide greater clarity, helping you better understand where you stand and how each piece of your financial life connects to your goals.

If you'd like to explore how this tool can support your planning, we're happy to walk you through it.

https://bit.ly/42WzWvK

Today we remember and honor those who made the ultimate sacrifice in service to our country.Wishing everyone a meaningfu...
05/25/2026

Today we remember and honor those who made the ultimate sacrifice in service to our country.
Wishing everyone a meaningful and reflective Memorial Day.

Join us as we celebrate the opening of our new office!Stop by, say hello, and help us celebrate our new office with an e...
05/22/2026

Join us as we celebrate the opening of our new office!
Stop by, say hello, and help us celebrate our new office with an evening of connection and conversation.

DATE: Thursday, June 11, 2026
TIME: 4:00 PM – 6:00 PM EDT
LOCATION: 3102 Sawgrass Village Circle, Ponte Vedra, FL 32082

To reserve a spot:
Call us at 386.597.2994 or email us at [email protected]

We look forward to seeing you there!
https://bit.ly/43a44E5

College planning starts with a simple question: how much should you be saving?Having a target — even an estimate — can m...
05/20/2026

College planning starts with a simple question: how much should you be saving?
Having a target — even an estimate — can make the process feel a lot more manageable and intentional.
Use the Ameriprise college savings calculator to get a clearer picture and start building a plan that fits your goals.
https://bit.ly/3PSClEE

Meet Tara Showalter, who works closely with advisors exploring what’s next in their careers.Her favorite part of her rol...
05/19/2026

Meet Tara Showalter, who works closely with advisors exploring what’s next in their careers.
Her favorite part of her role:
“Getting to help people at the same time and make a living with flexibility to spend time with family.”
If you've been thinking about your next move, this is a great place to start.
Start your next journey by exploring career opportunities with Gratium Wealth Planning and see what your next chapter could look like.

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/18/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

Purchasing a dream home is one of the most meaningful financial decisions you'll make — and it deserves more than a chec...
05/16/2026

Purchasing a dream home is one of the most meaningful financial decisions you'll make — and it deserves more than a checklist.
From understanding how it fits within your overall financial picture to structuring financing in a way that supports your long-term goals, each step should be approached with intention.
At Gratium, we help clients think beyond the transaction — bringing clarity, perspective, and strategy to decisions that shape how you live and what you're building.
If a dream home is on the horizon, we're here to help you navigate it thoughtfully and with confidence.

Address

10 Florida Park Drive N Ste D
Palm Coast, FL
32137

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13865972994

Website

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