What We DoWe build your trust and handle your wealth with care.
At Admiralty Wealth Management, we align with Dave Ramsey’s mission to help people pursue financial peace and serve clients with the heart of a teacher. That’s why Tom Grimm is proud to be a SmartVestor Pro.
Why Choose UsInvestment advisory through Action & Client education.
My name is Tom Edwards Grimm; I am a registered Fiduciary and the President and Founder of Admiralty Wealth Management. I've been serving clients for over 25 years in the financial markets, and my team and I believe that an educated client is a happier, less stressed client.
We engage in frequent discussions with our clientele about goals and expectations, potential risks, and why markets react the way they do (Behavioral Finance). All are part of our best practices for an educated client experience.
Whether you're in the building-wealth phase of life or the wealth-withdrawal phase, we are here to stand by you and help you understand and navigate the most effective ways to approach your game plans as they and the markets continue to change.
When you're ready to see if we're a good fit for you, set up an introductory meeting by calling or clicking on the contact us tab.
How the SECURE Act 2.0 Changed RMDs
Immediate vs. Deferred Annuities
Contact UsReady to begin your journey?
Our Advisors are registered through Kingswood Capital Partners, LLC, and Kingswood Wealth Advisors, LLC
