Steering You Towards Financial Growth
Here at Grace Wealth Management, we are focused on developing a strategy to address your financial goals and objectives, using the most efficient methods available.
Our team will support you from planning to execution to follow up, helping you navigate the complexity of financial services and addressing any challenges encountered along the way.
Welcome to Grace Wealth Management!
Thanks for stopping by! We offer financial services for Costa Mesa, Cali. and across the United States. I am an independent financial advisor and the founder of Grace Wealth Management Group, Inc., a full-service financial firm committed to helping people pursue their financial goals.
In working with me, you’ll find that I combine my extensive knowledge with my genuine interest in helping people pursue financial independence. Beyond my experience, I am certified as both a Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®), meaning that I have advanced training and knowledge in financial planning and insurance.
I specialize in working with individuals, families, and businesses. I have built a unique expertise surrounding tax-advantaged strategies so you can:
- Grow your wealth for the future
- Access it as needed
- Protect it from various risks and threats that can derail your hard-earned wealth if you’re not careful
Connect with me on LinkedIn or send me an email — I look forward to working with you!
Jim Peters, CLU, ChFC
Our Difference
Building a Financial Strategy
Aligning your financial strategy with your goals, risk tolerance, and financial priorities to deliver results to support your lifestyle.
Focusing on Clients First
Putting you — the client — at the center of everything we do. By focusing on your needs and satisfaction, we can deliver a plan that works.
Protecting Your Legacy
Charting a course towards building wealth and protecting it for the years to come, no matter what your financial situation may be today.
Our Process
We focus first on understanding your goals and developing a plan to reach them. From there, we deliver offer a comprehensive and customized financial roadmap to help our clients feel peaceful about their finances now and in their golden years.
Because there are many factors that may change in your situation or the environment, we are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the financial advice possible.
Meet the Team
Jim Peters, CLU, ChFC
Financial Advisor
Joseph Bang
Administrative Assistant
Sarah Williams
New Business/Client Support Manager
Sharyn Peters
Office Operations Manager
Let’s Chart Your Financial Course Today
Whether you’re building your first financial plan or navigating significant changes, our team can help.
