Assante Capital Management

Numbers frighten me. That’s why I go to Assante.
We’ve been working with Nick Grady for the past few years in order to actually have a plan when it comes to our money instead of just flying by the seats of our pants.
Even though we came to him back when he had about zero chance of making any money off of us (we were in no position to start investing), he still took the time to help us out, get us on the right track, and is now able to give us great direction now that circumstances have changed.
He balances the financial ‘should-do’s with our own personal perspectives on what we hope to achieve, meaning no pressure to do anything outside of exactly what we’re comfortable with. Plus, he doesn’t laugh when I ask really dumb questions or bring in a notebook just to make myself look smarter.
Which I definitely did again yesterday…