Our Holistic Approach
to Your Wealth
At ProWealth Financial, we look at you as a whole person, not just a set of numbers in your portfolio. We believe that an effective financial plan requires an integrated approach and begins with an understanding of your life and personal values. Based on this understanding of who you are and what you value, we develop a comprehensive, personalized plan to set you on the right path. We also provide the support you need to help you overcome obstacles that separate you from your ideal financial situation and ideal life.
A Firm that Puts You First
We are a fiduciary wealth services firm with a team of approachable, dedicated professionals who will put your needs and interests first. Our commitment to you is to provide independent, objective advice and attentive service. We understand that freedom in life is a journey that can be planned through financial focus, and we believe that helping you organize your financial life enables you to make informed decisions toward your goals and desires.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Court of the Table after generating three times the production requirement. Specific production requirements increase annually, and members must reapply each year.
Grant Fossum holds the RFC® and AIF® designations.