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 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 financial plan. It is import
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 financial plan. It is import
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 as well. How do you balanc

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Financial Considerations When Getting Married

Financial Considerations When Getting Married

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