10940 SW Barnes Rd Ste 143
Portland, OR 97225
888-970-8987
Email
planwell@gratkewealth.com
Company Size
1 - 10 Employees
Expertise
Financial Services
Business Management
Company Benefit Plans
Corporate Finance
Financial Advisor
Investment Banking
Wealth Management
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Gratke Wealth, LLC
At Gratke Wealth our passion for the outdoors intersects with our retirement plan consulting skills for companies participating in the Outdoor Industry Economy. As an associate member of the Outdoor Industry Association (OIA), and SnowSports Industries America (SIA) Gratke Wealth is keen to see that as many of the 6.1 million individuals employed in the Outdoor Industry Economy have the opportunity to retire with dignity.
Gratke Wealth | Optimized and Efficient Retirement Planning
Helping your team develop wealth management and optimized 401 (k) plans that span all phases of the financial process – getting started, optimizing what’s already in place and rebuilding your plan structure. As many facets of financial planning impact each other, we can help you bring your team to one table.
Our Retirement Philosophy Is Simple
We understand that you're busy and don't have the time to manage your company's 401(k) plan. We help you turn temporary prosperity into lasting wealth. At Gratke Wealth, our retirement planning and investment services will help your company plan, protect and grow -- so retirement can be simple. Life is complicated, retirement doesn't have to be.
As a member of the largest retirement plan advisory group in the nation, managing over 25,000 plans with over $100 billion in retirement assets, my company has the tools necessary to analyze and optimize your team's retirement plan for the best possible outcome for your participants. We maintain one of the largest 401(k) provider databases in the nation, and we as a group, are knowledgeable regarding provider fees, investments and all service levels.
We can Help
Gratke Wealth and retirement plan advisory group are non-partisan, with unbiased views toward retirement planning. Our processes are designed to make your plan work better for you and to provide the analysis you need from the get-go.
Industry Segment Specializations
Bike, Fashion, Lifestyle, Moto, Resort Tourism, Skate, Snow, Streetwear, Surf, Swim, Wake
Special Services
401(k) Retirement Plan Consulting
As a member of the largest retirement plan advisory group in the nation, managing over 25,000 plans with over $100 billion in retirement assets, my company has the tools necessary to analyze and optimize your team's retirement plan for the best possible outcome for your participants. We maintain one of the largest 401(k) provider databases in the nation, and we as a group, are knowledgeable regarding provider fees, investments and all service levels.
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Recent Happenings
6/13/2013 - Better Retirement Odds; an article on Retirement in America, written by @gratkewealth published June 5, 2013. http://ow.ly/lLTfO 5/5/2013 - Gratke Wealth will be presenting at HR.com May 8-9 2013 Virtual Conference, Benefits: Cost Containment, Audits and Legal Risks on the Subject 'The Retirement Reality Check' on Wednesday, May 8, 2013 at 1:30 pm (eastern time) 10:30 am (pacific time)
Register Here: http://tinyurl.com/cdyk32c
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