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Why Choose GratzPark Private Wealth?Get In TouchAt Gratz Park Private Wealth, we offer personalized financialsolutions, backed by experience and expertise. We offer awide range of services to address every aspect of yourfinancial life. With trusted partnerships and a commitmentto your success, we provide tailored strategies and ongoingguidance to help you achieve your unique goals. ChooseGratz Park Private Wealth for a personalized andcomprehensive approach to your financial future.859.259.0909www.gratzparkprivatewealthcom110 E. Third Street, Lexington, KY 40508At Gratz Park Private Wealth, we understand the uniqueneeds and aspirations of successful individuals andfamilies. Our dedicated team is committed to craftingtailored financial solutions that align with your distinctgoals and elevate your financial well-being to newheights. As a full-service wealth advisory practice, weoffer comprehensive financial planning, sophisticatedinvestment management, and unparalleled clientservice to secure your financial legacy for generationsto come.WWW.GRATZPARKPRIVATEWEALTH.COM

Advantages ofUsing Our ServicesGratz Park Private Wealth offers a comprehensive suite of servicestailored to meet the unique needs of successful individuals andfamilies:Sophisticated Financial Planning: Our team provides comprehensivefinancial planning encompassingwealth preservation, tax optimization,estate planning, philanthropicstrategies, and more. We createcustom solutions that preserve yourwealth and maximize opportunities.Investment Management: Our investment philosophy centers onquality companies with the potential forsustainable growth. We constructinvestment strategies aligned with yourrisk tolerance and designed to enhanceyour financial success.Our ExclusiveClient ExperienceAt Gratz Park Private Wealth, we curate adistinctive and exclusive experience:Wealth Transfer & Philanthropy:Cultivate a lasting philanthropic legacythat reflects your values and creates apositive impact on society. We tailorstrategies for intergenerational wealthtransfer and impactful philanthropy,ensuring your values guide everydecision.Private Banking Services: Exclusivebanking services tailored to yourunique needs. Our private bankingpartners provide personalized bankingsolutions to optimize liquidity andfinancial efficiency.132Discovery MeetingWe gain a deepunderstanding of yourhistory, family, financialgoals, values, andunique circumstancesto develop acomprehensive wealthstrategy aligned withyour aspirations.Concierge-LevelServiceWe pride ourselves ondelivering exceptionalservice with precisionand efficiency. Yourfinancial affairs will behandled with the utmostcare, attention, anddiscretion. Ourdedicated team iscommitted to providingyou with the highestlevel of service, ensuringthat your unique needsand goals are alwaysthe top priority. 1Our team crafts atailored financialblueprint thataddresses yourcomplex financialneeds and leveragesopportunities specificto successfulindividuals andfamilies.Strategic BlueprintOur dedication to yourfinancial well-beingextends beyond theinitial plan. We offercontinuous support,proactive advice, andperiodic reviews toensure your planremains aligned withyour evolving goals.Ongoing Support4Financial Organization & Security:We streamline processes, keepingyour financial information safe andaccessible for a more confidentfinancial future.

Advantages ofUsing Our ServicesGratz Park Private Wealth offers a comprehensive suite of servicestailored to meet the unique needs of successful individuals andfamilies:Sophisticated Financial Planning: Our team provides comprehensivefinancial planning encompassingwealth preservation, tax optimization,estate planning, philanthropicstrategies, and more. We createcustom solutions that preserve yourwealth and maximize opportunities.Investment Management: Our investment philosophy centers onquality companies with the potential forsustainable growth. We constructinvestment strategies aligned with yourrisk tolerance and designed to enhanceyour financial success.Our ExclusiveClient ExperienceAt Gratz Park Private Wealth, we curate adistinctive and exclusive experience:Wealth Transfer & Philanthropy:Cultivate a lasting philanthropic legacythat reflects your values and creates apositive impact on society. We tailorstrategies for intergenerational wealthtransfer and impactful philanthropy,ensuring your values guide everydecision.Private Banking Services: Exclusivebanking services tailored to yourunique needs. Our private bankingpartners provide personalized bankingsolutions to optimize liquidity andfinancial efficiency.132Discovery MeetingWe gain a deepunderstanding of yourhistory, family, financialgoals, values, andunique circumstancesto develop acomprehensive wealthstrategy aligned withyour aspirations.Concierge-LevelServiceWe pride ourselves ondelivering exceptionalservice with precisionand efficiency. Yourfinancial affairs will behandled with the utmostcare, attention, anddiscretion. Ourdedicated team iscommitted to providingyou with the highestlevel of service, ensuringthat your unique needsand goals are alwaysthe top priority. 1Our team crafts atailored financialblueprint thataddresses yourcomplex financialneeds and leveragesopportunities specificto successfulindividuals andfamilies.Strategic BlueprintOur dedication to yourfinancial well-beingextends beyond theinitial plan. We offercontinuous support,proactive advice, andperiodic reviews toensure your planremains aligned withyour evolving goals.Ongoing Support4Financial Organization & Security:We streamline processes, keepingyour financial information safe andaccessible for a more confidentfinancial future.

I n t e r i o r D e s i g nWARNER & SPENCEROur TeamKaylee HolleyBrand MarketingDirector, GPPWEngagementCoordinator, RJFSEmily WickDirector of Operations,GPPW Practice StrategicBusiness Manager, RJFSAndrew Barker,CFP®, AAMS®Wealth Advisor, RJFSSherry Holley,CPWA®Ginger FordPresident, GPPWSenior Wealth Advisor, RJFSVice President, GPPWRegistered FinancialProfessional, RJFSSavannah Martin,CPWA®Wealth Advisor, RJFSOur Approach: Planning, Service, CommunityPlanning: Our team listens attentively to gain a profoundunderstanding of your financial objectives, values, and vision forthe future. Leveraging industry-leading tools and an in-depthknowledge of complexities, we develop a personalized,adaptable financial plan that aligns with your long-termaspirations.Service: At Gratz Park Private Wealth, exceeding expectations isour hallmark. We believe that our clients deserve a level ofservice that is second to none. Before becoming a client, weensure that our personalized approach resonates with yourexpectations. You can expect our undivided attention, proactiveadvice, and a commitment to building a lasting relationship withyou and your family.Community: Our dedication to a stable future extends not onlyto your financial success but also to the community we serve.Gratz Park Private Wealth is deeply committed to contributing tothe well-being of our local community and making a positiveimpact on its future. Our belief in giving back reinforces ourcommitment to your family's prosperity and the broadercommunity.

I n t e r i o r D e s i g nWARNER & SPENCEROur TeamKaylee HolleyBrand MarketingDirector, GPPWEngagementCoordinator, RJFSEmily WickDirector of Operations,GPPW Practice StrategicBusiness Manager, RJFSAndrew Barker,CFP®, AAMS®Wealth Advisor, RJFSSherry Holley,CPWA®Ginger FordPresident, GPPWSenior Wealth Advisor, RJFSVice President, GPPWRegistered FinancialProfessional, RJFSSavannah Martin,CPWA®Wealth Advisor, RJFSOur Approach: Planning, Service, CommunityPlanning: Our team listens attentively to gain a profoundunderstanding of your financial objectives, values, and vision forthe future. Leveraging industry-leading tools and an in-depthknowledge of complexities, we develop a personalized,adaptable financial plan that aligns with your long-termaspirations.Service: At Gratz Park Private Wealth, exceeding expectations isour hallmark. We believe that our clients deserve a level ofservice that is second to none. Before becoming a client, weensure that our personalized approach resonates with yourexpectations. You can expect our undivided attention, proactiveadvice, and a commitment to building a lasting relationship withyou and your family.Community: Our dedication to a stable future extends not onlyto your financial success but also to the community we serve.Gratz Park Private Wealth is deeply committed to contributing tothe well-being of our local community and making a positiveimpact on its future. Our belief in giving back reinforces ourcommitment to your family's prosperity and the broadercommunity.

Why Choose GratzPark Private Wealth?Get In TouchAt Gratz Park Private Wealth, we offer personalized financialsolutions, backed by experience and expertise. We offer awide range of services to address every aspect of yourfinancial life. With trusted partnerships and a commitmentto your success, we provide tailored strategies and ongoingguidance to help you achieve your unique goals. ChooseGratz Park Private Wealth for a personalized andcomprehensive approach to your financial future.859.259.0909www.gratzparkprivatewealthcom110 E. Third Street, Lexington, KY 40508At Gratz Park Private Wealth, we understand the uniqueneeds and aspirations of successful individuals andfamilies. Our dedicated team is committed to craftingtailored financial solutions that align with your distinctgoals and elevate your financial well-being to newheights. As a full-service wealth advisory practice, weoffer comprehensive financial planning, sophisticatedinvestment management, and unparalleled clientservice to secure your financial legacy for generationsto come.WWW.GRATZPARKPRIVATEWEALTH.COM