A company that provides financial planning, investment, and wealth management services.

Gratus Capital

Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.  At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. 

We structure our relationships around personal attention and responsiveness, accuracy is demanded and our advice is always thoughtful and well researched. We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service.

For a second consecutive year, we ranked no. 4 nationwide and no. 1 in the Southeast on Forbes/Shook list of the Top RIA Firms! We are so proud of our team for making this achievement possible.  

Click on the link to learn more: https://lnkd.in/gG_WuVqZ

#ranked #forbeslist #ria #nationwide #southeast #wealthmanagement

We are excited to welcome Ben Huston, CFP® to the Gratus team! Ben brings with him over 15 years of experience in the wealth management industry. As Managing Director of the Mid-Atlantic, Ben leads business development efforts to help drive growth for the firm.

#welcometotheteam #businessdevelopment #midatlantic #growth #cfp

Please join us in welcoming Yoan Simbafo, MBA to the Gratus team! Yoan joins us as our Portfolio Administrator to support the implementation of investment strategies and key projects focusing in the areas of trading, operations, and compliance. 

#welcometotheteam #portfolio #investmentstrategy #mba #trading

Join us in welcoming Colton Dixon to the Gratus team! Colton joins us as a Client Service Associate to help advance our commitment to an excellent client experience by supporting activities such as client onboarding, account maintenance, client scheduling, and portfolio accounting and reporting.

#welcometotheteam #clientservice #experience #wealthmanagement

Please help us welcome Madison Rutherford to the Gratus team! As Client Service Associate, Madison’s primary focus is helping to advance our commitment to an excellent client experience by supporting activities such as client onboarding, account maintenance, client scheduling, and portfolio accounting and reporting.

#welcometotheteam #clientservice #experience #wealthmanagement

We are excited to share that we will be joining The Colony Group!

“Gratus was founded on the mission of helping clients make the most of their life journey. Joining Colony is a natural step in continuing to offer and expand the expertise, guidance, and hands-on advice that our clients rely on to accomplish their life’s goals,” said Hank McLarty, Founder and CEO of Gratus.

Click on the link to learn more: https://lnkd.in/et2z2MAb

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GRAT

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Gratus Capital