Steve Grubner
Steve Grubner
Wealth Advisor

Steve has been in executive level management positions for more than thirty years, working primarily in small to midsize private and public companies. His positions have ranged from Vice President of Sales in a technology company, to Chief Financial Officer of a public biotechnology company, to Chief Executive Officer of a public health and wellness company.

After selling his $30M technology business in 1996 to a public company he remained with the acquiring firm until 1999 as Vice President and General Counsel. Since that time, Steve has worked in the private and public equity markets, raising capital for technology, biotech and software companies.

As a result of his wide-ranging experience, Steve has been called upon to serve in senior management posts performing mission-critical assignments including the legal  execution of public SEC filings, vendor contract negotiations and internal employee agreements for key management personnel. Steve received a BA in Economics from the University of Michigan and a JD from the John Marshall Law School.

Steve’s career in business and his extensive capital markets background provide valuable insights as he advises clients seeking to protect and grow their life savings. People often remark on his easygoing personal style, which helps him relate easily to individuals from all walks of life.

Steve relocated to Charlotte from Chicago and has great interest in all things health and wellness, especially those things that keep him feeling young!


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Addressing Market Volatility in Today's World

Addressing Market Volatility in Today’s World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy […]

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