How Grape Wealth Management Is Helping Retirees To Retire Right

This Patch article is sponsored by Grape Wealth Management

Local businesses are the heart of our communities. Patch had a chance to talk with Alexander Newman of Grape Wealth Management.

Patch: Tell us a bit about your business or organization:
Alexander Newman: We are a wealth management firm who specializes in retirement.

Patch: How long have you been doing business in town?
Newman: 12 years.

Patch: What attracted you to the line of work you’re in, and how did you get started?
Newman: Helping retirees create the best retirement possible.

Patch: If you had to sum up your business mission to a stranger in five words, what would those words be?
Newman: Wealth management for retirees.

Patch: What’s the biggest challenge or most difficult moment you’ve faced in your job?
Newman: Managing investments in a tough market.

Patch: What’s the most satisfying part of your job?
Newman: Building a relationship with our clients and guiding the through retirement.

Patch: How would you say your business or organization distinguishes itself from the others?
Newman: We take a proactive approach to managing our clients' assets. Our clients really enjoy being kept up to date and us being available for any questions they may have.

Patch: What’s the best piece of advice you’ve ever been given when it comes to success?
Newman: Be patient.

Patch: Are there any new projects or endeavors you’re working on that you’re extra excited about?
Newman: RetireTemecula.com — it is a group we created to connect other retiree's in the area to each other while providing value to their retirement.

Patch: Do you have any events coming up in your community?
Newman: We have quarterly Retire Temecula Events and our next one will be in early December.

Want to learn more? Check out Investgrape.com!