5 /5 David Grau, Jr.: Outstanding and unique wealth management team. They are very comprehensive, and most importantly, you can tell they are dedicated to their clients. They have great processes for stuff, good follow-through (they say what they will do, and then they do it), and are genuinely "good people." Cant recommend them enough - and I dont mean this for just one or two individuals there, everyone weve interacted with is top notch.