Client Story 3

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 – it’s true bespoke investment management at the highest level. I’ve referred several clients to Pete for their wealth management.

Disclosure: Clients were not compensated for this statement.