Helping You Chart Your Course Towards Financial Growth
Welcome to Grace Wealth Management, a full service financial firm in Costa Mesa, California.
Here at Grace Wealth Management, we are your trusted navigator. Our mission is to guide you through financial waves. We prioritize your success and provide proactive guidance to guide you to a brighter future.
Ready to navigate towards financial success?
(949) 631-3840
We’re Here to Lead the Way
Jim Peters, CLU, ChFC
Financial Advisor
Joseph Bang
Administrative Assistant
Sarah Williams
New Business/Client Support Manager
Sharyn Peters
Office Operations Manager
Our Services
Here at Grace Wealth Management, we focus on helping your grow, access, and protect your wealth in the most tax-advantaged methods available.
For both businesses and individuals, we offer services tailored to your unique financial position in life — helping you navigate what’s ahead while reaching important waypoints along the way.
How We Work
Guiding Better Outcomes
You are our first priority — meaning we focus first on your needs and goals. We guide you through financial waves with dedicated energy and commitment.
Anchoring Your Success
From adaptive planning to proactive engagement, our team focuses on helping you navigate the financial waves you experience in life.
Navigating Towards Your Future
As your partner in your financial journey, we are here to help navigate the waters — fine-tuning your strategy to optimize results given your goals.
Let’s Chart Your Financial Course Today
Whether you’re building your first financial plan or navigating significant changes, our team can help.
