Client Archetype
I work with people who are intelligent, interesting, enjoy life, and are comfortable with technology. Intellectually curious individuals who are driven to leave the world better than they found it.
If I’m going to spend a significant amount of time managing assets, it will be for people I enjoy and appreciate. Curmudgeons, lemmings, and the mentally apathetic need not inquire.
The number of people I’ll collaborate with is limited, contact me to arrange an exploratory discussion to determine if we should consider working together.
This communication is strictly intended for individuals residing in the states of AZ, CA, GA, ID, MT, NY, OR & WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Joseph Graves is a Registered Representative and Investment Adviser Representative with/ and offers securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.