GRAHAM WEALTH MANAGEMENT
Financial options that fit your income
BIO
My Story
Since 2017, I’ve been providing professional consulting services to clients from New York and beyond. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. I’ll work with you to create a customized plan of action for yourself or your organization. Get in touch to learn more about my vision and consulting approach.
Our Services
Budgeting
Budgeting is something everyone should do, no matter the amount of your income. At GWM, we understand this can be very difficult when income is low and you don’t know where to start. The budgeting plans we offer can be basic or personalized but, will put you on the right financial track.
Debt Resolution
Some of our clients often find themselves deep in debt. Trying to get out of debt requires time and patience. GWM will take a fine-tooth comb over your finances. This will help us provide the best options for you to resolve your debt. We will ensure you have all the pros and cons for any option you choose.
Credit Score
Knowing your credit score is more important now than ever. GWM will focus on the education of the credit score. While we do not offer credit repair services, you will see an increase when choosing a personalized plan with us.
Bankruptcy
Bankruptcy is a very difficult and sensitive topic. It should be used as a last resort but, unfortunately is needed sometimes to reset. GWM’s goal is to provide as much education around bankruptcy as possible. We work closely with bankruptcy attorneys that we can refer you to once you have made this difficult decision.
Personalized Savings
Plans
Whether your goal is to own a house or take a nice vacation, GWM will be there to help you reach it. Our personalized plans will take deep dives into every part of your finances. Our plans are based on your goals, income, and commitment to the process. We believe, you will get out, what you put in. Our plans can be vigorous and challenging but, we are here for you every step of the way.
Notary
GWM offers in person, virtual, and concierge notary services.