Grantd Wealth, Inc.

Jacob Impellicceiri is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with Grantd Wealth, Inc. in Denver, CO, where he has worked since 2026. His prior experience includes roles at Deloitte Consulting LLP and several wealth management and advisory firms. Outside of his advisory work, he also prepares tax returns for the public through A.F. McGervey and Company. Grantd Wealth provides advisory services to individual and institutional clients through both discretionary and non-discretionary portfolio management, financial planning, retirement planning, and insurance analysis. The firm serves a small client base with tailored investment programs that include exchange-traded products, equities, fixed income, mutual funds, and options strategies.

Richard Swensson is a financial advisor at Grantd Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 credentials with five years of industry experience. His prior work includes roles at the United States Federal Reserve and Merriwether Investments, Inc. Grantd Wealth provides advisory services to individual and institutional clients, offering portfolio management, financial planning, retirement planning, and insurance analysis. The firm serves a small client base with tailored investment programs that incorporate fundamental and technical analysis, asset allocation, and options strategies, supplemented by educational seminars and client newsletters.

Jay Proffitt is a financial advisor with Grantd Wealth, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes a 12-year tenure at Charles Schwab and roles at multiple firms since 2018. He is also the founder and CEO of GiGCXOs, a consulting firm providing outsourced compliance and operational support to broker-dealers and investment advisers. Grantd Wealth, Inc. serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, retirement planning, and insurance analysis. The firm manages a small client base with tailored investment programs that incorporate fundamental and technical analysis, asset allocation, and options strategies, and offers educational seminars and newsletters as part of its client services.