Mick Grossman, CFP®, is a Private Wealth Advisor at Helix Private Wealth, specializing in comprehensive wealth management for high-net-worth individuals and families. His focus lies in wealth preservation and multigenerational wealth transfer, providing clients with tailored strategies to help secure their financial futures.
A cornerstone of his practice is providing an open line of communication between his clients and their other professional advisors, such as attorneys and accountants. Communicating openly and collaborating with all of these parties are critical components of helping maximize a family’s financial health.
He prides himself on finding hidden opportunities to help clients address complex investment planning goals, while working to preserve their wealth so they can leave a meaningful legacy. His knowledge of tax, estate, investment, and insurance planning is essential to helping his clients accomplish their financial goals.
Born and raised in Baltimore, Mick graduated from Towson University with a Bachelor of Science in Business Administration. He also gained the CERTIFIED FINANCIAL PLANNER™ designation, which he believes enhances his ability to help guide clients effectively in their financial journeys.
Outside of his professional endeavors, Mick enjoys traveling with his family and spending time on his other interests, including hiking, guitar, and piano. His commitment to client service is evident in his approach, as he seeks to foster strong, trusting relationships that go beyond typical advisory roles.
For those seeking experienced guidance in wealth management, Mick Grossman at Helix Private Wealth offers a dedicated partnership to help navigate the complexities of personal finance.
AR Insurance License #18936925, CA Insurance License # 4037158.
