What are the opening hours?

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

Gratium Wealth Planning

Home
United States
Palm Coast, FL
Gratium Wealth Planning

Call Directions Website Contact the business

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

11/02/2026

Celebrating 5 years of Liesl Savage! 💚🎉

Liesl, we're so grateful for the dedication, care, and heart you bring to our Gratium team. It's people like you who make Gratium such a special place, and we're lucky to have you!

Thank you for all that you do. Here's to many more memories and milestones together!

10/30/2026

🎉 Today we're celebrating Renee's birthday!
Renee, we appreciate everything you bring to Gratium Wealth Planning.
We hope you have a wonderful birthday!

10/27/2026

Divorce can change more than your relationship status. It can reshape your financial picture, too.
From dividing assets and retirement accounts to thinking through taxes and what comes next, there are a lot of decisions to make along the way. Liesl Savage helps clients understand their options and move forward with a financial strategy built for their next chapter.

https://bit.ly/4e112Yq

10/26/2026

☂️ Emergency Fund = Financial Umbrella
You don't carry an umbrella because it's going to rain every day.
You carry it for the day it does.
An unexpected medical bill, home repair or interruption in income can work the same way. Accessible savings can give you another resource when the unexpected shows up.

10/23/2026

Advisor + CPA + Attorney + Insurance Professional
Different specialties. Different perspectives.
But many of the decisions they help you make are connected.
Your tax strategy may affect your investments. Your estate plan may affect your insurance needs. A major financial decision may involve several professionals.
That’s why your financial team matters, too.

10/21/2026

MONEY TIP: Give irregular income a plan before it arrives.
Bonus → Where should it go?
Commission → How much should you keep?
Signing bonus → What about taxes?
Inheritance → Spend, save or invest?
Making those decisions before the money arrives can help keep a windfall connected to your larger financial priorities.
https://bit.ly/4z1Kvff

10/20/2026

Financial stress can make everything feel urgent. It usually isn't.
Start here:
-Know your numbers.
-Choose one priority.
-Set a manageable goal.
-Ask questions.
-Get help where you need it.
Then work from there.

10/17/2026

Medicare Open Enrollment is now, and it’s a good time to take a closer look at your coverage.
From October 15 through December 7, you can review your current Medicare coverage and make changes for the year ahead.
As you review your options, consider what may have changed over the past year: your prescriptions, preferred doctors, healthcare needs and costs.
A little time spent reviewing your coverage now can help you make a more informed decision for 2027.

10/15/2026

You spent your career receiving a paycheck.
Then retirement arrives.
What replaces it?
Social Security + retirement accounts + investments + other income may each have a role.
Building retirement savings is important. Understanding how those resources may eventually become income is another part of the conversation.

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

https://www.ameripriseadvisors.com/team/gratium-wealth-planning/

Alerts

Be the first to know and let us send you an email when Gratium Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.