Our personalized boutique-style approach holistically encompasses financial, retirement, and forward-looking tax planning with strategic investment management.
At InvestEdge Planning, we help YOU become Retirement-Ready, Tax-Savvy, and Moneywise.
Our Services
As a fee-only fiduciary, we believe that everyone deserves expert guidance and personalized strategies regardless of their net worth. You can choose a one-time financial or retirement plan solution for a flat fee, with a monthly payment subscription option available.
We also understand that managing your wealth can feel overwhelming, which is why we offer a complete wealth management service. This service encompasses thorough planning with ongoing investment management, all designed to help you feel secure and confident in your financial journey. We bill quarterly, allowing us to adapt our strategies to your needs as they evolve.
Our firm proudly specializes in creating personalized financial and retirement plans that align with your unique goals, risk tolerance, and financial situation. We are dedicated to providing the attention and care necessary to nurture and protect your investments and wealth, with a strong emphasis on tax efficiency. Above all, you can expect kindness, empathy, and compassion throughout our collaboration.
Who We Serve
Mid-life Professionals
Retirees
Women & Couples
Families
Our Process
Introduction & Onboarding
Discovery Meeting
Analysis & Plan Design
Delivery Meeting for Recommendations
Implementation & Monitoring
Meet
Shannon Grey, CFP®, CRPC®, MPAS®
CERTIFIED FINANCIAL PLANNER™
FEE-ONLY | FIDUCIARY
With over 23 years of experience, I am dedicated to being a trusted partner and to come alongside you on your financial journey to help you optimize your wealth and income, and maximize tax savings. We start with the planning first, and I meet you right where you are. My commitment to you is service excellence, to be flexible and transparent with no hidden fees or agendas. I recognize that navigating your financial journey can be a daunting, complex task. Let's chat about how I can best support you in achieving your financial goals and aspirations, and making your transition to retirement as stress-free as possible.
Let's Chat
Phone
Serving California & Arizona Clients Virtually
InvestEdge Planning is bound to the fiduciary duty to always act in YOUR best interest.
The custodian for all account funds and assets with InvestEdge Planning is Charles Schwab & Co.
View FINRA's BrokerCheck report: Shannon Grey
Member of These Networks and Partners
InvestEdge Planning LLC is a registered investment advisor offering advisory services in the State of California and Arizona, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, InvestEdge Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
InvestEdge Planning LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall InvestEdge Planning LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if InvestEdge Planning LLC or InvestEdge Planning LLC's authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.