Grace Wealth Management Group, Inc.
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Overview
2001
Year Founded
ABOUT GRACE WEALTH MANAGEMENT GROUP, INC.
Helping you chart your course towards financial gr
Grace Wealth Management Group Inc. is a premier financial planning firm in Orange County that provides a comprehensive range of financial services. Our goal at Grace Wealth Management Group Inc. is to thoroughly understand your financial circumstances and deliver only the best information and services to assist you in achieving your financial objectives. As certified financial planners, we guide you through a systematic process to ensure you feel confident in your decisions. Once your goals are set, we develop tailored strategies that align with your aspirations. By offering clear explanations of our various financial services, we help you determine the best path toward a more secure financial future. We are dedicated to upholding high standards of integrity and professionalism in our client relationships, aiding them on their journey to financial independence.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2001
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Financial Planning
30% Financial Advisory & Consulting
20% Wealth Management
About the Team
OUR STORY
Grace Wealth Management is dedicated to guiding clients toward financial growth through personalized strategies tailored to their goals, risk tolerance, and priorities. Founded by Jim Peters, a seasoned independent financial advisor certified as a Chartered Life Underwriter® and Chartered Financial Consultant®, the firm offers full-service financial planning across Costa Mesa and the United States. Specializing in tax-advantaged strategies, Grace Wealth Management assists individuals, families, and businesses in growing, accessing, and protecting their wealth against various risks. The team emphasizes a client-centered approach, crafting comprehensive financial roadmaps that adapt to changing circumstances while ensuring peace of mind now and into retirement. With ongoing attention to tax, estate, and social security laws, they remain committed to delivering expert, evolving financial advice. Their
