Financial Advisors Bio
Robert Gravette is President, CEO at Criterion Wealth Management (CWM) based in Santa Clarita California. CWM focuses on providing wealth management solutions for business owners, established individuals and families and non-profit organizations. Together with his partner and team, he helps clients steward their wealth while addressing their five biggest concerns: preserving wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Successful business owners and families work with CWM to:
– Develop and implement a comprehensive wealth management plan to help them reach their financial goals.
– Make smarter investment decisions in today’s uncertain political, economic and social environment.
– Obtain an independent second opinion from a top financial advisor in their community.
For a better understanding of CWM’s services click here and watch the short video.
STEWARDING WEALTH • SIMPLIFYING LIFE • EMPOWERING PURPOSE™