Grape
One Retirement PlanAI-powered
Have an advisor look at your plan ↗
GRAPE WEALTH MANAGEMENT

Built for retirement.
Bound by fiduciary duty.

Ask your question. We’ll prepare your first retirement plan here, then an advisor can review it with you.

One Retirement Plan · AI-powered · Advisor-guided
One Retirement Plan
Private conversation
START ANYWHERE

AI-generated educational illustration · Advisor review available

INSIDE YOUR PLAN

One conversation.
The whole picture.

Swipe to explore a hypothetical sample plan.

01 · YOUR RETIREMENT

Retirement at 65
looks possible.

Built from the essentials you shared.

Illustrative sample
02 · INCOME

Your life,
funded monthly.

ESTIMATED MONTHLY INCOME$9,240

Social Security, portfolio withdrawals and other income—organized together.

03 · INVESTMENTS

Every dollar
has a job.

ILLUSTRATIVE HOLDINGSSample only
AAPL12%
META11%
NVDA8%
TSLA6%
NFLX5%
Growth
58%
Income
27%
Reserve
15%
04 · TAXES

See the taxes
before the decision.

2026$34K
2030$29K
2035$31K

A starting view for a conversation with your advisor and tax professional.

05 · LEGACY

What you built
can keep going.

Your estate→FamilyCauses

Organize beneficiaries, estate priorities and questions for your attorney.

Scroll through the plan→
ABOUT GRAPE

One clear plan.
An advisor when it matters.

We are a retirement-focused registered investment adviser. We bring your investments, income and important financial decisions into one clear, ongoing plan.

01

Plan

See how your money may support the retirement you want.

02

Invest

Align your portfolio with the income and life it needs to support.

03

Guide

Keep your plan current as markets, taxes and your life change.

Your interests come first. As a registered investment adviser, we are held to a fiduciary standard when providing advisory services.

Have an advisor look at your plan ↗