BEYOND “ACTIVE” PORTFOLIO MANAGEMENT
Gratke Wealth helps companies, teams and individuals move from success to significance with beyond active financial planning advice and management.
HELPING YOUR TEAM GROW
Our job is to help your team develop a wealth management plan that spans all phases of the financial process – getting started, optimizing what’s already in place and rebuilding the plan structure. Many facets of financial planning impact each other. We’ll help you bring your team to one table.
BEHIND THE BOOT
David Gratke, Founder of Gratke Wealth
David’s belief is that a life in balance is vital to reaching your financial summit: that picture of what your financial future looks like, when it will be and how it will feel when you
reach it. When David’s not helping his clients plan for and achieve their retirement and financial goals, his trademark boots can be found en route to the slopes, cyclocross track, climbing a peak or riding the waves on the Oregon Coast.
“David Gratke is No Stranger to Finance”
Having been raised in a banking family, and after graduating from the University of Oregon with a BS in finance, David was employed by some of the financial industry’s giants in 1980. He has seen the industry change over time. He’s seen what works, and what doesn’t, and he takes pride in his ability to provide the modern equivalent of the trusted financial advisor of the past. Today David’s boots can be found at his own practice:1915 NW Amberglen Pkwy, 4th Floor Beaverton, OR 97006.
We value our trusted partnerships
Our trusted partners include related financial industries such as accounting and law firms and specialties such as retirement plan administration.
- Commercial banking
- Disability insurance services
- Employer group benefit consultants
- Financial planning via CFP
- Independent trust companies
- Insurance solutions
- Investment management solutions
- Life settlements
- Long-term care specialists
- Mortgage brokers
- Private banking
- Retirement plan specialists
- Shareholder wealth creation and preservation
- Stock option specialists
- Strategic financial transactions
- Tax deferred asset sales
- Third-party administration/retirement plans
- Venture capital/private ventures