Financial Planning When Starting a Family
Planning for significant life transitions is central to financial planning. As recent first-time parents, we…
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele.
No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, and insurance planning. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk.
Grant’s success with institutional clients includes the leadership of multi-member investment committees, tailored portfolio construction, investment and spending policy statement development, and thoughtful cash management solutions. This expertise has enabled institutional clients to remain focused on their core missions.
In 2019 and 2022, Grant was chosen by his peers and recognized by Washingtonian Magazine as a Top Financial Adviser in the Washington, DC area.
Grant is an Advisory Board member of the ‘Madison Investment Fund,’ a student-led investment fund that serves as an outside money manager to the James Madison University Foundation.
Grant resides in Vienna, Virginia with his wife, Ashley, and their two children, Gavin and Claire.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.