Lyssa Holman Grimaldo

Wealth Manager

Lyssa has devoted more than 20 years to advising multi-generational families. She brings a wealth of experience across a variety of industries, all of which go into a deep understanding of how to communicate the nuanced and sometimes challenging choices surrounding personal wealth. Much of her work is focused on customized investment strategies and complex financial planning.

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Posts

Financial Advice is as Important as Legal Advice When Navigating Divorce

Wealth Planning

August 2, 2024

Financial Advice is as Important as Legal Advice When Navigating Divorce

Navigating the emotional complexities of divorce is challenging enough, but there is a world of financial and legal decisions that must be addressed a...
Financial Considerations When Getting Married

Wealth Planning

August 2, 2024

Financial Considerations When Getting Married

A new marriage is a cause for celebration, but like any major life change, it can bring with it new questions about your wealth and your long-term fin...
Financial Considerations When Getting Married

Wealth Planning

January 9, 2023

Financial Considerations When Getting Married

A new marriage is a cause for celebration, but like any major life change, it can bring with it new questions about your wealth and your long-term fin...
Navigating Divorce: Financial Advice Can Be as Important as Legal Advice

Wealth Planning

November 15, 2021

Navigating Divorce: Financial Advice Can Be as Important as Legal Advice

Navigating the emotional complexities of divorce is challenging enough, but there is a world of financial and legal decisions that must be addressed a...

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Financial Advice is as Important as Legal Advice When Navigating Divorce

Financial Considerations When Getting Married

Financial Considerations When Getting Married

Navigating Divorce: Financial Advice Can Be as Important as Legal Advice