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Go Virtual

Convenient Financial Advice.

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Meet with Alex Newman,
Founder & CEO at Grape

Alex Newman offers personalized virtual financial advising nationwide, helping clients plan for retirement and manage investments through secure Zoom consultations tailored to their unique financial goals.

Benefits of a Virtual Financial Advisor

I look forward to meeting you.

States We Cover

Below is the list of states we cover:

1. Alabama  2. Alaska  3. Arizona  4. Arkansas 5. California  6. Colorado  7. Connecticut  8. Delaware  9. Florida  
10. Georgia  11. Hawaii  12. Idaho  13. Illinois  14. Indiana  15. Iowa  16. Kansas  17. Kentucky  18. Louisiana  19. Maine  
20. Maryland  21. Massachusetts  22. Michigan  23. Minnesota  24. Mississippi  25. Missouri  26. Montana  27. Nebraska  
28. Nevada  29. New Hampshire  30. New Jersey  31. New Mexico  32. New York  33. North Carolina  34. North Dakota  
35. Ohio  36. Oklahoma  37. Oregon  38. Pennsylvania  39. Rhode Island  40. South Carolina  41. South Dakota  42. Tennessee  
43. Texas  44. Utah  45. Vermont  46. Virginia  47. Washington  48. West Virginia  49. Wisconsin  50. Wyoming

Ready to cultivate your retirement?

Just like vines in a vineyard, your wealth needs constant nurturing. Click the 'Subscribe' button to get the latest tips and advice from Grape Wealth Management and let's harvest the fruits of prosperity together.

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31285 Temecula pkwy suite 235

Temecula, Ca 92592

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alex@investgrape.com

(951)338-8500

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© 2025 Grape Wealth Management. All rights reserved.

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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

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Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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