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Last Updated: 04/17/2025
in Client Guides
How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. ...
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Last Updated: 04/17/2025
in Client Guides
Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, ...
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Last Updated: 03/31/2025
in Client Guides
Client Guide for Tax Services Portal TaxDome is an all-in-one practice management platform that helps clients securely communicate, upload documents, e-sign forms, and manage their tax needs in one place. What to expect: At the beg...
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Last Updated: 03/20/2025
in Client Guides
Financial Planning Portal
Interactive financial planning that helps us create and monitor your personalized financial plan to reach your goals.
Program Overview
Clients with assets exceeding $500,000 under Financial ...
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Last Updated: 03/20/2025
in Client Guides
FG Client Services Quickstart Guide Financial Gravity (FG) Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. To learn more about each division of our company...
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Last Updated: 03/20/2025
in Client Guides
Fidelity Overview
If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management. How to log into Fidelity
Go to https://www.fidelity.com/ ; Along the top bar next ...
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Last Updated: 02/05/2025
in Client Guides TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.
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Last Updated: 01/30/2025
in Client Guides
Financial Gravity Client Portal Addepar Overview
Financial Gravity provides our clients with an investor portal called “Addepar.” Addepar provides access to view their account holdings, balance, allocation and performance r...
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Last Updated: 01/30/2025
in Brochures Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.
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Last Updated: 01/30/2025
in Brochures Discover the Family Office Advantage® where our expert team collaborates to deliver tax-optimized, holistic financial strategies tailored for your family, offering an unparalleled service experience.