At Grové Parks Hegarty Wealth Advisors, we are dedicated to helping our clients build, preserve and distribute their wealth in the most tax-advantaged way. But what truly defines us is how we collaborate to accomplish those goals. As a team, we’ve created a meaningful culture over time, with each member a critical contributor. We’ve built our practice around several fundamental values that shape our advice, our actions and our relationships with you and our community—integrity, caring, professionalism and competence. Whether designing your financial plan, structuring your portfolio, advising your children, or helping you give back to a meaningful cause, we take no shortcuts when it comes to doing the right thing.
From retirement, wealth transfer and business succession goals to the more personal transitions of separation, divorce and legacy planning, we understand how money moves through families. Most important, with our dedicated planning approach and wealth management insight, we’re here to help you find answers to the questions that matter most.
William Grové has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
Multigenerational financial and life planning
To us, planning is the foundation of every successful client relationship. That’s why we begin with in-depth conversations to help us gain a clear understanding of what’s important to you and your family today and where you see yourself in 5, 10 or 20 years. We focus on your needs, concerns and priorities in addition to your current financial assets and liabilities. From those findings, we can then develop a more formalized plan—your custom road map for moving forward no matter what your life stage or milestone you hope to achieve.
Our Planning+4® process ensures that we’ll meet with you four times annually to update you and discuss your progress toward your most important goals, which may include:
A comfortable retirement
How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement, the more these decisions can impact your retirement lifestyle. We’ll help you plan and prepare for the retirement you’ve earned.
Stability when life changes
We’re compassionate advocates with the personal experience that help you deal with the financial and legal hurdles you may face during a major life change—from separation and divorce to the loss of a partner or job. Our goal is to provide you with the tools and planning skills to make appropriate choices for your life today, but also for the future.
An enduring legacy
Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations. We facilitate meetings with you and your loved ones to develop a family vision for what you would like to accomplish and prepare the next generation for carrying on your legacy.
Shared values. No shortcuts.
What sets our team apart from so many others is the personal connection we have with our clients. In fact, every decision we make is with our clients’ best interests at heart. Our team culture is based on a “no shortcuts” philosophy that is reflected in everything we say and do—from the strategies we implement independently of compensation to our efficient systems and procedures that we consistently update and monitor. Each of us shares similar values when it comes to work ethic, service, community involvement and integrity. We are truly passionate about meeting our clients’ needs, not just doing more business. We go that extra mile for you.
Commitment and community
With our professional designations in philanthropy planning, and our team’s personal commitment to giving back to our Central Ohio community and the organizations that are meaningful to us, we’re prepared to help you to bring your charitable goals to life. We’ll work together to clarify what’s meaningful to you, but also help you decide on the best ways to make a difference with your wealth.
We will also work with you and other family members to provide education on philanthropy and participation strategies for the next generation. Whether you’d prefer to be directly involved or stay behind the scenes, implementing Planning+4®, we can incorporate your charitable giving into your overall wealth plan so it remains both personal and rewarding.