top of page

OUR SERVICES

Investment Management and Cash Flow Planning that suit your needs

At Graver Capital Management, we pride ourselves on personal, customizable cash flow wealth management plans.  Our priority is to provide our clients with unparalleled education, support, and direction.  The goal is to encourage each client to understand why they are investing and building a portfolio to match their short and long term financial goals.

BUILDING A CASH FLOW PLAN

We will work with you to develop an individualized cash flow plan.  This includes projecting how your money and assets flow in and out of your portfolio to achieve both short and long term financial goals.  If you are unsure of your goals, we will work with you to identify goals and build a corresponding, personalized plan.

SERVICES OFFERED

At Graver Capital Management we offer the following services.  Many clients choose to take advantage of multiple items on the list while others choose to utilize only one or a few.

​

  • Cash Flow Analysis and Planning

  • Investment Planning

  • Education Planning and Savings

  • Estate Planning

  • Retirement Planning

  • Personal Savings

  • Insurance Needs

  • Income Planning

bottom of page