Atticus Wealth Management

Apr 2024

Steve’s knowledge has proven to be incredibly valuable in the past year that I’ve been working with him. He has always been eager to answer any questions within his scope of expertise or refer me to the right person within his trusted network. With his guidance, I finally felt confident enough to become a full-time business owner. I trust that any decision Steve makes will always be in the best interest of his clients, and I look forward to continuing to work together so that I can hopefully retire early! ?

Sep 2023

Over the years, Steve Grogan has been instrumental in providing me with expert financial advice and exceptional service in various areas such as estate planning, investment portfolio, insurance, trust management, and retirement planning.I have found Steve to be incredibly sincere, trustworthy, and committed to helping me achieve my financial goals. His extensive knowledge, attention to detail, and unwavering dedication have been invaluable to me. He has consistently demonstrated an ability to understand my unique financial situation and offer tailored solutions that have helped me to secure my financial future.Furthermore, beyond his professionalism, I have come to consider...read full review

May 2023

I have been working with Steve for a while now, and I can confidently say that he is the best in the business. His expertise has helped me to achieve my financial goals and secure my future. From the beginning, he took the time to understand my unique situation and provide tailored solutions that align with my objectives. His knowledge of the market and investment strategies is unparalleled, and he always keeps me informed of any changes or updates that may impact my portfolio. I highly recommend Steve to anyone looking for a trustworthy and knowledgeable partner in managing their retirement!