Grant Schaffer Promoted to Wealth Manager at Flourish Wealth Management

We’re proud to announce that Grant Schaffer has been promoted to Wealth Manager at Flourish Wealth Management.

Since joining our team, Grant has demonstrated a deep commitment to serving clients with thoughtfulness, clarity, and care. His dedication to helping individuals and families navigate the complexities of wealth and align their finances with their values has been invaluable.

In his new role, Grant will continue to build strong relationships and provide comprehensive planning strategies that reflect our mission to help clients flourish—financially and personally.

Please join us in congratulating Grant on this well-deserved achievement!

Kathy Longo

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.

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Grant Schaffer Promoted to Wealth Manager at Flourish Wealth Management

Kathy Longo

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

Money and Mental Health: Understanding the Connection Between Emotions and Finances

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Three Money Myths Women Should Leave Behind for Good

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