Grimes & Company Wealth Management, LLC (d/b/a Grimes & Company)

Grimes & Company Wealth Management, LLC is an independent Registered Investment Advisor (RIA) based in Westborough, MA, providing discretionary portfolio management, financial planning, and wealth-management services to individuals, families and institutional clients across the U.S. The firm manages approximately $6.3 billion in assets, offers centralized portfolio operations, and emphasizes credentialed advisory teams, compliance support, and advisor development.