Grimes & Company Email Format

Investment ManagementMassachusetts, United States51-200 Employees

Grimes & Company is a registered investment advisor offering discretionary portfolio management and comprehensive wealth management services to clients nationwide. The firm emphasizes disciplined asset management, solid performance, and high-quality service as its core objectives. Its advisory team blends extensive financial services experience with a credentialed staff, including CFP® professionals, CFA charterholders, and specialists holding the CIMA® and CRPS® designations. Based in Westborough, Massachusetts, Grimes & Company operates within the investment management industry, serving individuals and families across the country. The organization relies on a credential-rich team supported by fully licensed client service, operations, and support staff to deliver client-focused service. In 2026, the firm received notable industry recognitions, including inclusion in InvestmentNews’ 5-Star Wealth Management Teams and a listing among USA TODAY's Best Financial Advisory Firms for 2026.

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