Robert (Bob) Gronski, focuses on the unique challenges and opportunities that single, married, divorced and widowed women face in pursuing and maintaining financial independence. Bob believes that financial goals, circumstances and obligations are inextricably linked to lifestyle needs and experiences. As a result, his approach to financial management emphasizes the human side of planning, bringing a balance of compassion, understanding, education and humor to the planning process.
Bob never loses sight of the importance of earning his clients’ trust every day. That’s among the many reasons why generations of women have relied on Bob and Lifestage Wealth Planning to provide the guidance and support they seek through life’s many transitions—including career changes, marriage, divorce, retirement or the loss of a loved one.
Bob is veteran of the financial services industry with over 30 years of experience. He also served in the U.S. Army and was the recipient of a Special Commendation Award in 1968. His military experience enforced his belief in the power of establishing clear goals, developing practical plans for attaining objectives, and embracing a collaborative approach that emphasizes teamwork. He brings these same tenets and beliefs to his wealth management practice.