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GRANTvest Financial Group, a New Jersey-Based Trust Planning Firm, Launches Independent RIA with Charles Schwab as Custodian

NEW YORK – February 7, 2022 – (Newswire.com)

Financial planners Gregory Guenther, CRPC and ChFEBC, and Anthony Caputo, ChFEBC, will lead GRANTvest Financial Group.

The pair, formerly with Morgan Stanley Smith Barney and Bank of America Investments, created GRANTvest Financial Group based in central New Jersey. Their business will serve customers all over the country.

The two founders (pictured, center-left and center-right) are joined by financial planners Joseph Cammayo (pictured, left) and Leo Wong (pictured, right). All four are supported by a dedicated customer services team.

Gregory Guenther and Anthony Caputo, who have worked as independent financial planners for over 15 years, will serve as GRANTvest’s managing directors and oversee the company’s long-term vision. RIA’s clientele includes small business owners, corporate executives and federal government employees.

The company will act as a fiduciary with an emphasis on comprehensive financial planning. “We put our clients’ interests first and are honest about what they can expect. We love working with our clients to achieve true financial comfort and true confidence through education, communication and extraordinary service,” said Gregory Guenther.

Their decision to partner with Charles Schwab & Co. as custodian brings a blend of best-in-class technology, service and support through a low-cost custodian platform. “We want to make sure that every customer feels heard and understood. Our goal is to be your most trusted advisor through our professional knowledge, integrity and personalized service,” said Anthony Caputo.

For more information, visit www.GRANTvest.com or call (877) 651-8747.

Please direct all press and other inquiries to [email protected].

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GRANTvest Financial Group, a New Jersey-Based Trust Planning Firm, Launches Independent RIA with Charles Schwab as Custodian