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Welcome to The Grella Wealth Solutions website

Our mission is to provide innovative investment solutions and counsel to affluent individuals and their families. We advise, guide, and motivate our clients to implement strategies that simplify their lives, as well as grow and preserve their capital. Our team works in concert with our client’s other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions.
Our expertise is acting as your primary advisor. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.

Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, we are committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact us today to discover how we can be of service to you.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Does your organization need a guest speaker?

The Grella Wealth Solutions Group has been conducting seminars and workshops on a range of topics, including: estate planning, creating your retirement "paycheck", and investing in today's volatile markets.

If you have a group or organization that are looking for speakers, please contact Phil Grella to learn more at philip.grella@rbc.com

*Please check the "Seminars and Events" tab for upcoming events.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

Philip Grella is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NY, PA, RI, SC, TN, TX, UT, VA, WA. California Insurance License # 0K16039.

Philip Grella, NMLS # 1558650, and Matthew Kronenberg, NMLS # 2534607 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Matthew Kronenberg is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA. California Insurance License # 4353068.

Read additional advisor disclosures.