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105A Newtown Rd, Suite 5, Danbury, CT 06810
250 Pomeroy Ave, Suite 204, Meriden, CT 06450
1261 Post Rd, Suite 102, Fairfield, CT 06824 
6909 E. Greenway Pkwy, Suite 295, Scottsdale, AZ 85254 


Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2021 Five Star Wealth Managers. 


Understanding Today’s Financial Environment

I’m Grant Ulrick, a financial professional in Danbury, CT, Fairfield, CT, Meriden, CT, and Scottsdale, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (203) 617-1501.

Helpful Content

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.