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Meet the professionals who can help you
Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet the Team

The team behind Grutz Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Jesse Grutz Founder

Jesse Grutz entered the financial services industry in 2009 with a driving passion to help inform others of their options as they plan for retirement. He serves clients with intelligence, integrity and individualized guidance.

As an Investment Adviser Representative and licensed insurance agent, Jesse has a duty to put his clients’ interests first. He pulls from more than a decade of experience and works with various strategic partners and their resources to help enhance the client experience.

Jesse serves his community as president of the Delafield Lions Club. He resides in the heart of Lake Country in Delafield, Wisconsin, where he enjoys playing golf and being outdoors. He and his wife, Kelli, have four wonderful daughters, Ava, Vera, Nora and Ella. He adores supporting his daughters in their academics, athletics and for being “good kids.” He loves taking his wife out to dinner or for a quick weekend getaway.

Ready To Take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 262.422.6895

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