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.