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, have established GRANTvest Financial Group based in Central New Jersey. Their firm will serve clients nationwide.
The two founders (pictured, center-left, and center-right) are joined by financial planners Joseph Cammayo (pictured, left), and Leo Wong (pictured, right). The four are supported by a dedicated client services team.
Gregory Guenther and Anthony Caputo, who have worked as independent financial planners for more than 15 years, will serve as GRANTvest’s Managing Directors and oversee the long-term vision of the firm. The RIA’s client base includes small business owners, corporate executives, and federal government employees.
The firm will operate as a fiduciary with a focus on comprehensive financial planning. “We put our clients’ interests first and are honest about what they can expect. We enjoy collaborating with our clients to achieve true financial comfort and confidence through education, communication, and extraordinary service,” noted Gregory Guenther.
Their decision to partner with Charles Schwab & Co. as a custodian brings a blend of best-in-class technology, service, and support through a low-fee custodial platform. “We want to make sure every client feels heard and understood. Our goal is to be your most trusted advisor through our professional knowledge, our integrity, and our personalized service,” said Anthony Caputo.