Partnering to secure your lifestyle

Tony Grandi, Advisor, Nancy Krestick, Associate 

Many financially successful families struggle with the same difficulties

Do you receive your financial advice from a variety of sources within your financial circle?

Is this advice often ad hoc and not tied to any comprehensive plan resulting in confusion and failure?

Is your portfolio comprised of investments that have been sold to you with buried fees or charges that you may or may not know about?

Do you feel confident your portfolio will meet your current and future lifestyle needs?

Do you lack the time, training or temperment to develop an overall plan to achieve your lifestyle goals?

Most successful people have accumulated significant financial assets, however, for many this money is often under utilized and not properly invested.

Welcome to the Critical Path

The Critical Path Team is a leading Investment Advisory Team that builds trusted partnerships with a select group of individuals, corporations and charitable organizations. They provide peace of mind, comfort and confidence about your money through a proprietary process called Critical Path.

Tony Grandi believes that each client has unique needs and priorities. The Critical Path Team manages each portfolio by considering the specific investment, insurance, tax and estate planning needs of every client individually.

The Critical Path is a unique system that has been designed to make your financial life clear and simple. It is a comprehensive plan that will:

• Identify your goals and visions
• Evaluate investment choices
• Implement your strategy and monitor results
• Review and renew goals and visions
• Work with your other trusted advisors such accountants and lawyers