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 secure 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

What makes a team stronger isn’t simply the experience each person brings. It’s what happens when that experience is sha...
09/17/2026

What makes a team stronger isn’t simply the experience each person brings. It’s what happens when that experience is shared.

At Gratium Wealth Planning, our advisors are connected by more than a name. We exchange ideas, bring different perspectives to the table and draw on the strength of the broader team when our clients face complex decisions.

Much like a forest, our strength is in the connection beneath the surface.

It’s how we serve our clients. It’s how our advisors continue to grow. And it’s what we’re continuing to build across Florida.

Stronger through connection. That’s the Gratium story.

Your financial information doesn’t have to stay at your desk.The Ameriprise app provides convenient access to account in...
09/16/2026

Your financial information doesn’t have to stay at your desk.
The Ameriprise app provides convenient access to account information and other financial details while you're on the go. Having your financial picture accessible in one place can make it easier to stay informed and connected.
Download the Ameriprise app and log in using your secure account information.

A higher income can create more opportunity — but only if you're intentional about what happens to the additional money....
09/14/2026

A higher income can create more opportunity — but only if you're intentional about what happens to the additional money.
Before a raise quietly becomes additional spending, give those dollars a purpose. That may mean increasing retirement contributions, building cash reserves, investing toward another goal or paying down debt.
As your income grows, your financial priorities can grow with it.

Today, we remember the lives lost on September 11, 2001, honor the heroes who answered the call, and reflect on the stre...
09/11/2026

Today, we remember the lives lost on September 11, 2001, honor the heroes who answered the call, and reflect on the strength and unity shown in the days that followed.
We will never forget.

A strong financial strategy isn't only built around growing wealth. It should also consider how to protect what you've w...
09/09/2026

A strong financial strategy isn't only built around growing wealth. It should also consider how to protect what you've worked hard to build.
Life insurance can play an important role in protecting income, supporting your family, safeguarding business interests and helping preserve the legacy you want to leave behind.
During Life Insurance Awareness Month, consider whether your current coverage still reflects your family, career, business and financial responsibilities as they stand now.

For professional athletes, the financial decisions made during a career can have an impact long after the final season.T...
09/08/2026

For professional athletes, the financial decisions made during a career can have an impact long after the final season.

Tara and Keith are proud to work with players and their families as part of Gratium Wealth Planning’s role as an NFLPA Institutional Financial Advisor, helping them think beyond today’s earnings and build for what comes next.

From managing career income to preparing for life after football, the goal is to help create a financial strategy built around the life you want to live.

Learn more or connect with our team:
https://bit.ly/4qXtvn4

Happy Labor Day!Today, we recognize the hard work, dedication and contributions of workers across our communities. We ho...
09/07/2026

Happy Labor Day!
Today, we recognize the hard work, dedication and contributions of workers across our communities. We hope everyone has an opportunity to enjoy the holiday and some well-earned time with family and friends.

Please join us in wishing Anirudh a very happy birthday! 🎉We hope you have a wonderful day celebrating and that the year...
09/06/2026

Please join us in wishing Anirudh a very happy birthday! 🎉
We hope you have a wonderful day celebrating and that the year ahead brings plenty of great moments, new experiences and reasons to smile.
Happy Birthday, Anirudh, from all of us at Gratium Wealth Planning!

Financial preparedness starts long before an emergency happens.National Preparedness Month is a good reminder to look be...
09/03/2026

Financial preparedness starts long before an emergency happens.
National Preparedness Month is a good reminder to look beyond the unexpected expense and consider the pieces that help keep your financial life organized when circumstances change — accessible cash reserves, current beneficiaries, appropriate insurance coverage and important documents that are easy to locate. Being prepared isn't about predicting what will happen. It’s about making sure the right pieces are already in place if something does.

Today we're celebrating a very special milestone — Graham’s 10-year anniversary with Gratium Wealth Planning!For a decad...
09/01/2026

Today we're celebrating a very special milestone — Graham’s 10-year anniversary with Gratium Wealth Planning!
For a decade, Graham has brought dedication, leadership and a genuine commitment to the people we serve. We're incredibly grateful for everything he has contributed to our team over the years.
Congratulations on 10 years, Graham! Thank you for all you do.

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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