Don Grassi


Wealth Management Advisor

CRPC, AAMS, AWMA


Don has over 31 years of experience in wealth management.

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

  • BBA, Finance, Kent State University, Kent, Ohio

Community Participation

  • MS Society of Greater Cleveland
  • Cleveland Food Bank
  • Ronald McDonald House
  • Make-A-Wish Foundation

Interests

  • Golf
  • Watching my kids participate in sporting activities
  • Exercising
  • Spending time with family
  • Reading

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At ViewPoint Wealth Partners, we are committed to guiding you through the complexities of financial management. Our team of experienced advisors is ready to provide personalized wealth management strategies designed just for you.

Interested in exploring your financial options? Contact us today to schedule a consultation. Let’s work together to outline a financial plan that supports your goals.