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Luminaries 2026 Rising Star

Grose, Nick

Wealth Manager

Grose Wealth Management

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Luminaries 2026

Financial Planning/Tax Planning

Luminaries 2026 Impact Statement

Nick Grose is a Wealth Manager at Grose Wealth Management who represents a new generation of advisors focused on education, accessibility, and retirement confidence. In just two years in the industry and 31 years old, he has helped drive significant growth, increasing assets under management from approximately $2 million to $11 million while expanding his client base from 6 to 25 households. Nick specializes in helping individuals and families navigate complex financial decisions, particularly those approaching retirement. Through a combination of comprehensive financial planning, investment management, retirement income strategies, and behavioral coaching, he focuses on helping clients feel confident about their financial future rather than simply chasing investment returns.