CONNECT

Address:

6000 Fairview Road, Suite 800
Charlotte, NC 28210

Phone:

704.442.6306

Fax/Other:

704.554.1426

Our Services

The Granzow Consulting Group specializes in providing a comprehensive approach to building wealth for high-net-worth individuals, foundations and endowments, and corporate retirement plans. Our goal is to aid clients in building wealth through a studied, conservative, and responsive approach. 

Please review each of our service pages to gain a better understanding of how we work for you. 

We offer a range of planning, review and analysis specific to Individuals and Families.

The managers/committees tasked with defined benefit and contribution plans appreciate our plans and services for plan sponsors as well as our employee education services in our Retirement Plan Services.

We are proud to collaborate with the philanthropic community by providing the mission-specific guidance that Foundations and Endowments use to grow and flourish.

Our Institutional Consulting Process is our custom approach that guides your investment process.

Determining the most appropriate Asset Allocation is essential to long-term investment success.

To make an Investment Manager Selection, we utilize a five-step process to select, monitor and assess investment managers.

We truly understand the unique challenges inherent in wealth accumulation, which is why our approach is thoughtful, proactive, strategic, and customized specifically to meet your stated goals and objectives. Whether for individuals, endowments, or corporations, we specialize in implementing an integrated investment strategy through customized portfolio management.

We invite you to examine how our services can work for you. Don't hesitate to call with any questions.

 

 

 

 

                                               C O M P L I M E N T A R Y R E V I E W  

                                                                  

 

 

 

 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals