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Design, Build, Protect

While it is easy to get caught up in the state of the economy or the latest "hot" stock, we believe passionately that the way you invest should be aligned with where you are in your life... not with the short-term ups and downs of markets.

You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.

There are three things to remember about how Asset Class Investing can potentially work for you and your family:

1. It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.

2. It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.

3. It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.

"Being rich is having money; being wealthy is having time."

~ Henry Ward Beecher

Get a Second Opinion About Your Financial Plan

Are your finances successfully aligned with your life goals and objectives?

Schedule a meeting with us for a second opinion on your investment strategy by calling 415-383-8404, or using our second opinion form.

There's no obligation and the valuable information we'll provide during your meeting is yours to keep.


Grace Financial Associates, LLC is a Registered Investment Adviser. Custody services and other brokerage services provided to clients of Grace Financial Associates, LLC are offered through Charles Schwab & Co., Inc. or Asset Mark Trust Co. Inc., members FINRA/SIPC/NFA. Advisory services are only offered to clients or prospective clients where Grace Financial Associates, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Grace Financial Associates, LLC unless a client service agreement is in place.

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