• Skip to primary navigation
  • Skip to main content
Grand River Capital

Grand River Capital

  • Home
  • Our Story
    • Our People
  • Our Services
    • Retirement & Cash Flow Planning
    • Asset Management
    • Investment Policy Statement Development
    • Insurance Services
    • Life Settlement Service
    • Physician Services
  • Contact
    • Employment Opportunities
  • Learning Center
    • Blog
    • Financial EDU Videos
    • Virgil’s Corner
    • Golden Opportunities Videos
    • Podcast (Coming Soon)
  • Client Links
    • Wealth Management System
    • Albridge
    • Advisor Links
  • Show Search
Hide Search

Dream • Plan • Enjoy

Financial Planning & Wealth management

Scroll down to learn more about us.

Learn About Our Planning Processes:


The ARC Process™ is a goals-based planning process designed to aid individuals through the asset accumulation phase of their lives. The analysis includes emergency, education & retirement savings, as well as survivorship needs.


The RISK Process™ is designed to assist an individual’s transition into retirement by focusing on the key risks encountered in the income distribution phase of their lives. The analysis includes an income assessment, as well as social security, long term care, and legacy planning.


Valmark member offices have access to thousands of different investment strategies, covering all major styles of investing. Valmark’s team has over 75 years of combined investment management experience.

Let’s face it.  We all want financial security.  Let us help you get there.  

We have years of experience in the planning process. Our financial tools provide individualized cash flow and risk management plans. These plans will serve as a road map through good times and tough times.
 
We also have the practical knowledge that comes only through life lessons. After all, we are people just like you.  We are parents, grandparents, we have experienced joy, and we have lost those we love. We are business owners and we are employees. The Golden Rule guides our process of advising you through a complex financial world.

There may be some bumps on the road ahead, but you can count on us to help you overcome any challenges. We have the professional designations to transfer risk wherever possible. And real-life experience teaches us to expect the unexpected, adapting to your changing needs and interests. 
The path to financial security is a great adventure.  We’d be honored to be your partner on the journey.  

Meet our team

Client Service

Like you, all clients have specific circumstances, interests and needs. We search for clients whom we can best serve with our particular area of expertise. We feel that it is important to limit our number of clients so that we have ample more time available to truly work with our clients.

We pride ourselves on taking the necessary time to attend to every detail of our clients’ specific needs!

Client Resources

Your Wealth Management Dashboard makes it easy to manage both your wealth and well-being. Your Wealth Management System employs the most advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.

CLIENT LOGIN

Current Events and Retirement Tips

Read the latest posts from our blog:


Markets Start 2021 on a High

January 12, 2021

READ POST Markets Start 2021 on a High

The Year in Review

January 5, 2021

READ POST The Year in Review

Vaccine Rollout Spurs Markets

December 21, 2020

READ POST Vaccine Rollout Spurs Markets

VIEW ALL BLOG POSTS

Learning Center


Watch financial EDU videos, and episodes of our Golden Opportunities TV series.



Financial EDU Videos

From Your 1st Portfolio to Asset Allocation, from College Savings to Healthcare Planning, get useful tips here. Contact us for personalized planning services.

WATCH VIDEOS Financial EDU Videos

Golden Opportunities

Golden Opportunities was the longest running locally produced television show in the Greater Cleveland area, ending its run in 2018. Each week, they sat…

WATCH VIDEOS Golden Opportunities

Rethinking Retirement Podcast


We have revised our Rethinking Retirement Radio series into a podcast. Click for episode info and listening links:


COMING SOON!

Contact us to get started


Reach out to us for your free no-obligation consultation:


Grand River Capital, LLC
8500 Station Street
Suite 300G
Mentor, OH 44060

Email: jherbruck@grandriverllc.com
Phone: (440) 358 – 0605
Toll-Free: (800) 672 – 0106
Fax: (440) 358 – 0625

SCHEDULE A free consultation

Explore more

Learning Center Blog Client Login & Links Contact Us

Footer

Grand River Capital

8500 Station Street – Suite 300G
Mentor, OH 44060

© 2021 Grand River Capital, LLC · Design by MM&D

Disclosures

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as financial planners and investment advisors.
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive, Akron, Ohio 44333-2431 1-800-765-5201
Grand River Capital, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
FINRA BrokerCheck
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our site contains hyperlinks to other web sites operated by third parties. These links will take you away from our site. Please note that we do not guarantee the accuracy or completeness of any information presented on these sites.

  • Client Links
  • About Us
  • Contact