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

We're excited to introduce Ayush Raminedi, Financial Planning Assistant with Gratium Wealth Planning.Ayush supports our ...
06/23/2026

We're excited to introduce Ayush Raminedi, Financial Planning Assistant with Gratium Wealth Planning.

Ayush supports our advisors through research, analysis, and financial planning initiatives while continuing to grow his knowledge and experience in the profession.

We're glad to have him as part of the team and look forward to all he will accomplish at Gratium.

Travel should complement your lifestyle — not complicate your financial plan.Whether it’s seasonal travel, family experi...
06/22/2026

Travel should complement your lifestyle — not complicate your financial plan.
Whether it’s seasonal travel, family experiences, or retirement goals, thoughtful planning can help create flexibility without losing sight of long-term priorities.
https://bit.ly/43MgSRl

Happy Father’s Day to the dads, grandfathers, mentors, and role models who lead with strength, guidance, and support eve...
06/21/2026

Happy Father’s Day to the dads, grandfathers, mentors, and role models who lead with strength, guidance, and support every day.
The impact of thoughtful leadership often extends far beyond what can be measured.

Please join us in welcoming Tyler Brame to Gratium Wealth Planning as our newest Financial Planning Assistant Intern.Tyl...
06/20/2026

Please join us in welcoming Tyler Brame to Gratium Wealth Planning as our newest Financial Planning Assistant Intern.

Tyler is an FSU Nole and is supporting our advisors through research, analysis, and financial planning initiatives. We're excited to have him as part of the team and look forward to watching him grow throughout his internship experience.

Welcome to Gratium, Tyler!

Today we recognize Juneteenth and reflect on the importance of freedom, resilience, progress, and opportunity.It’s a day...
06/19/2026

Today we recognize Juneteenth and reflect on the importance of freedom, resilience, progress, and opportunity.
It’s a day to honor history while continuing conversations that help strengthen community and create a better future.

What a memorable day in Ponte Vedra Beach!We're excited to share a few photos from our recent open house and ribbon cutt...
06/18/2026

What a memorable day in Ponte Vedra Beach!

We're excited to share a few photos from our recent open house and ribbon cutting celebration. It was wonderful to spend time with clients, community members, professional partners, and friends as we officially welcomed guests into our new office.

Thank you to everyone who helped make the event so special. We appreciate the support and look forward to continuing to build relationships and serve the Ponte Vedra Beach community for years to come.

Happy Birthday to Alan!Today we're celebrating him and all he brings to the Gratium team. We appreciate his dedication, ...
06/18/2026

Happy Birthday to Alan!
Today we're celebrating him and all he brings to the Gratium team. We appreciate his dedication, professionalism, and the positive impact he makes each day.
Wishing you a wonderful birthday and a year ahead filled with happiness, success, and plenty of reasons to celebrate.

In football, preparation happens long before game day. The same applies financially.The offseason is often the best time...
06/17/2026

In football, preparation happens long before game day. The same applies financially.
The offseason is often the best time to reassess strategy, organize taxes, review investments, and prepare for what comes next — both during and after a playing career.

A high income can create opportunity — but without structure, it can also create complexity.Cash flow, taxes, investment...
06/15/2026

A high income can create opportunity — but without structure, it can also create complexity.
Cash flow, taxes, investments, lifestyle decisions, and long-term planning all need to work together. Financial clarity comes from strategy, not income alone.

Markets can make people emotional — that’s normal.But when things feel uncertain, having a strategy in place can help yo...
06/13/2026

Markets can make people emotional — that’s normal.
But when things feel uncertain, having a strategy in place can help you stay focused on the bigger picture instead of reacting to every headline or short-term shift.

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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