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A Partnership for Generations

Whether you are saving for retirement or just starting to invest,
we're here 
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

The Grossman Sutton Group comes together with over 45 plus combined years of industry experience to give you advice you can trust. Our most important team member is you.  Every situation is different, but we are here to help create plans and lend guidance to you through whatever life challenges you may encounter. 

WE'RE WITH YOU EVERY STEP OF THE WAY

We work closely with you to develop a strategy and a plan you can trust to help you feel confident about your financial future. 

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Meet Our Team

We are a multigenrational team who focus is on a range of comprehensive wealth management services.  Including investment strategies, financial planning, trust and estate planning and insurance solutions. Reach out to a team member to see how we may be able to help you. 

Steve Grossman

Steve Grossman

Managing Director | Branch Manager | Financial Advisor

859-514-6412

Meg Sutton

Meg Sutton

Vice President | Financial Advisor

859-514-6435

LET'S GET CONNECTED

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