category archives: Press

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We’re in the Finals! Top 25, please vote for us!

  • Written by David
  • March 27, 2013 at 5:31 pm
  • 0

Gratke Wealth, LLC is a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Yes that’s right! Gratke Wealth’s logo and tagline have been selected as one of the top 25 Wealth Managers out of a field of 230 finalist by the editors and art directors of AdvisorOne. AdvisorOne is a holding of Summit [...]

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Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses

  • Written by David
  • January 9, 2013 at 7:45 pm
  • 2

SIA SnowSports Snow Show Presentation Come join us, Thursday, January 31, 2013 at the Denver Convention Center, 4:30 p.m for a presentation on: Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses The retirement plan landscape is changing quickly and much of that change is taking place in 2013. Join us in a discussion on [...]

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Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans Webinar

  • Written by David
  • October 11, 2012 at 11:30 pm
  • 0

For Immediate Release David Gratke, CEO Gratke Wealth, LLC 888-970-8987 planwell@gratkewealth.com Gratkewealth.com Portland, OR, October 12 2012 – Gratke Wealth will be presenting at HR.com November 7-8 Virtual Conference,  Benefits: Cost Containment, Audits and Execution Virtual Workshop. Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans Webinar Half of Americans do have access [...]

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401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop

  • Written by David
  • September 7, 2012 at 4:49 am
  • 0

For Immediate Release David Gratke, CEO Gratke Wealth, LLC 888-970-8987 planwell@gratkewealth.com Gratkewealth.com Portland, OR , Aug 23, 2012 – 401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop The retirement plan landscape is changing quickly, and much of that change is taking place in 2012. Join us in a discussion regarding best practices for retirement [...]

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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon, California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.