FALMOUTH, Maine, June 25,
2024 /PRNewswire/ -- Grandview & Co, a new
personal coaching and business consulting firm dedicated to
supporting leaders in the wealth management industry, officially
launches today. Founded by veteran wealth management executive
Steven Tenney, Grandview & Co
helps leaders of independent firms and advisors considering
independence to transform and optimize their businesses for
success.
"I am thrilled to announce the launch of Grandview & Co,"
said Tenney, Founder and Coach. "Our mission is to empower wealth
management leaders. They are already successful, realize there's
more to accomplish, and appreciate guidance to help them reach new
levels of success."
Grandview & Co addresses the unique challenges faced by
wealth management leaders, including balancing multiple roles and
responsibilities, developing and executing growth strategies,
connecting with strategic thinkers, navigating succession planning,
and striking a healthy work-life balance.
Tenney brings an extensive background to Grandview & Co,
with 26 years of experience as a Senior Vice President at
PaineWebber / UBS and five years as CEO of the independently-owned
$700M Great Diamond Partners. This
deep experience in both the wirehouse and RIA worlds uniquely
positions him to understand and address the needs of wealth
management leaders nationwide.
"Having worked closely with industry peers throughout my career,
I am constantly inspired by their dedication and passion.
Grandview & Co was founded to support these exceptional leaders
and help them take their businesses to new heights."
Grandview & Co offers a range of services designed to
optimize independent wealth management, including self exploration,
strategic planning, transition exploration, succession planning and
peer engagement. The company's focus on both leaders of independent
firms and advisors considering the transition to independence sets
it apart in the industry.
For more information about Grandview & Co and its services,
please visit www.grandviewandco.com or contact Steve Tenney at steve@grandviewandco.com.
Contact:
Steven Tenney
steve@grandviewandco.com
207-329-1806
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SOURCE Grandview & Co