For over 40 years, the Grassi’s have handled our family’s money.  Their ability to succeed in up and down markets is proven, with great returns year after year. Aside from their performance, Pete listens and discusses both your life and money goals and your investments and the markets.  This isn’t a cookie cutter shop –...

I have been doing business with Grassi Financial Management for many years.

My wife Judy and I were privileged enough to be introduced to Grassi Investments by our Schwab agent around the year 2000 and have been their clients ever since. Pete Jr. and his father, Pete Sr. along with the entire team at Grassi Investments have an amazing insight into the investment world through their various...