Vincent Grosso, CFP®
Helping Women 50+ Retire With Confidence. And Live on Their Terms.
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Serving Clients Nationwide
Helping Women 50+ Retire With Confidence. And Live on Their Terms.
Areas of Focus
- Financial Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Vincent Grosso, CFP®
Hi, I'm Vincent Grosso. I'm a CERTIFIED FINANCIAL PLANNER® professional helping women 50+ plan for retirement through smart investing, tax strategies, and retirement income planning — so work can become optional, not a requirement. I founded Grosso Wealth Management to help women approach retirement with clarity and confidence.In 2019, I founded the Joanne Grosso Foundation—a nonprofit dedicated to uplifting individuals affected by cancer through the performing arts. We've been proud to present performers from some of Broadway's top productions.
When I'm not working with clients, you'll find me spending time with family and friends, cooking, exploring new restaurants, and working out—so I can keep cooking and exploring new restaurants!
Why I Work With Women
Yes—I’m a guy. So why do I work with women?
Honestly, it’s where I connect best. My whole life, I’ve found it easier, more natural, and more comfortable to connect with women than men. Maybe it’s my personality—drawn to real connection, deeper conversations, not afraid to show emotion, and more comfortable collaborating than competing. Could it be because I'm gay? Probably part of it—but whatever the reason, I've always connected more with women.
That's the personal side. But I also noticed women—especially single women—weren't always getting the financial guidance they deserved. The industry felt built for men, by men. Many male advisors connect easily with other men but struggle to do the same with women.
For me, it’s the opposite. I know women want more than just numbers—they want someone who is not only skilled but also willing to build a real relationship. That’s exactly how I work. I love helping clients feel confident, understood, and in control of their finances—but I also enjoy knowing them as people.
I work with women because it’s where I’m most comfortable, effective, and fulfilled—and I want my clients to feel the same. Plus, it doesn’t hurt that we usually share a good laugh along the way.
If you’re looking for someone who truly gets where you’re coming from, I’d love to start that conversation.
Warmly,
Vincent
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Montclair, New Jersey
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to get started and schedule a complimentary introductory meeting. We'll discuss your financial goals, current situation, and how our specialized approach to helping women 55+ achieve financial independence can benefit you. I look forward to getting to know you.Offers Investment Management
Yes
About Grosso Wealth Management
At Grosso Wealth Management, I help women 50+ plan for retirement through smart investing, tax strategies, and retirement income planning — so work can become optional, not a requirement.How I Help
You shouldn't have to wonder if you're making the right decisions. Here's how we work through it together.
✔️ Investment Management
Simplified investing designed to balance growth and protection — aligned with your goals.
✔️ Retirement Income Planning
A strategy to turn your savings into retirement income so you can spend with confidence and clarity.
✔️ Tax Planning
Working alongside your CPA to develop strategies that can help reduce taxes and keep more of what you've built.
✔️ Social Security Planning
Guidance on when to claim benefits to help maximize what you collect over your lifetime.
Transparent Fee. Always.
As a client of Grosso Wealth Management, there's only one fee. No hidden charges. No Surprises.
Simply 1% of Assets Under Management. Or flat-fee in rare cases — always discussed upfront.
That's it.
I do not receive commissions, mutual fund fees, insurance fees, referral fees, annuity fees, or any other third-party compensation.
Education
New York University, Bachelor's Degree
Volunteer Experience
Joanne Grosso Foundation—a nonprofit dedicated to uplifting individuals affected by cancer through the performing arts.
Hobbies and Interests
- Cooking
- Family
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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