Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

401(k) retirement plans and Individual Retirement Accounts
529 qualified tuition plans
Annuities
Mutual funds
Certificates of Deposit
U.S.Treasuries Securities
Group retirement and savings plans
Simplified Employee Pension Plans
Qualified Retirement Plans
Other retirement savings plans designed specifically for employee groups
Life insurance
Long-term care, disability and critical illness
Health Insurance Group health benefits

Graeter Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Graeter Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Graeter Wealth Advisors, LLC unless a client service agreement is in place.