We take the time to learn about you.

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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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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