Welcome

December 18, 2012

By Bridget Grella

Growing up I wanted to be someone who could make an impact.

Singing was out. In fact, Santa left me a pitch pipe in my stocking when my daughters were infants, apparently a subtle hint that my lullabies were off key. The sight of blood made me woozy so the entire medical field was out. I could have scored major points as a Nun (I am Irish Catholic) but that wasn’t going to happen either, sorry Nani.

I needed to be a resource for my family and protect them for the evil in the world. (In comes the Irish Catholic again) About nine years ago I joined my Father and Mother In-law in their wealth management practice and have never looked back. Many things have changed over the course of nearly a decade. The one thing that hasn’t is my passion for guiding and empowering my clients.

Money touches us every day and can cause us happiness or despair. The gift comes when we realize it does not qualify who we are or make us less or more of a person because we have it or we don’t. The goal is to make better choices today so that together we create the best financial tomorrow.