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We understand the challenges you face as a wealth management leader

At Grandview & Co, we engage with:

  • Balancing multiple roles and responsibilities

  • Developing and executing growth strategies

  • Lacking exposure to strategic thinkers

  • Navigating succession planning

  • Striking a healthy work-life balance

  • Leaders of independent wealth management firms (RIAs)

  • Advisors considering the transition to independence

Grandview & Co is a personal coaching and business consulting firm dedicated to supporting each client as they optimize their business and live their best life.

About Section
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"What do you plan to do with your one wild and precious life?"

- Mary Oliver

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This question drives my life every day. With extensive experience in wealth management firms for more than 30 years, I have come to know so many others who yearn to answer the same question. I am here to help you do so.

Ocean

Founder, Steve Tenney

After advising clients and leading a team for 26 years at PaineWebber / UBS, and five years as CEO and Founding Partner of independently owned Great Diamond Partners, I understand both environments- the opportunities and challenges, the structural differences, and the cultural feel. Allow me to help you to optimize your business for today and tomorrow.

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