Our Story

The heart and soul of Graham Wealth Management can be traced back to 1839 to a visionary investor and entrepreneur. It all started with Connor’s fifth great-grandfather, an orphan and self-made, who arrived on America’s shores with little more than the dream of a better life.

From this courageous beginning and one of the great family names in finance arose a reputation for building and preserving wealth that has continued to perform across three centuries. The portfolio includes stock and holdings held for over 170 years, the kind of conservative perspective that advantages very few firms.

Our purpose is to build a close relationship with our clients, equip them with financial education and guidance, while ensuring their financial affairs are handled discretely and professionally. We are more than a trusted confidential source to our clients—we are coaches, listeners, problem solvers, and friends.

We make it our personal mission to show our clients how to achieve financial security in retirement life and preserve their hard earned wealth.