Life Is a Journey with Too Many
Challenges to Face Alone

With GCM, you have a meticulous specialist guiding you along the way. This allows you to focus on life's other important things, like your family, career, leisure time and even a good night's sleep.

We aim to treat clients like family… and we like the sound of that.

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Independent Hybrid Approach

True Wealth Management

The term “wealth manager” means different things at different firms. We take a hybrid approach. By combining traditional portfolio management with alternative investment strategies, we give you access to the full spectrum of wealth-building tools — not just the ones that fit inside a traditional brokerage account.

Traditional Portfolio Management and Alternative Investment Strategies puzzle pieces interlocking

Comprehensive portfolio management across stocks, bonds, ETFs, and mutual funds. Financial planning, retirement strategies, risk management, and ongoing monitoring — built around your goals, not ours.

Explore Wealth Management

For accredited investors facing significant tax events, we offer specialized strategies including 1031 exchanges, opportunity zones, IDC programs, and more — designed to preserve and grow wealth in a tax-efficient way.

Explore Alternatives

As a hybrid RIA, we act in a fiduciary capacity when providing investment advisory services.

Our Approach

Why Grace Capital

Over time, we collaborate with our clients to develop and implement dynamic strategies that cultivate wealth and financial well-being. Our independence frees us to navigate the complex financial landscape and tailor solutions to your needs today, tomorrow and for years to come.

Modern commercial real estate building

Selling Investment Property?

The 1031 exchange clock starts ticking the moment you close. Learn how Delaware Statutory Trusts can help you defer capital gains taxes — and why the 45-day identification window matters.

Read Our 1031 Exchange Guide →
Free Tool

How Much Will You Owe in Capital Gains Tax?

Run the numbers with our free calculator. See your federal tax, NIIT, and how Texas's lack of a state income tax may affect your total tax picture.

Capital Gains Calculator → 1031 Exchange Calculator →
Austin Texas skyline panorama at golden hour from Lady Bird Lake

Investing involves risk including possible loss of principal. Past performance does not guarantee future results. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Advisory services offered through Grace Capital Management. Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Grace Capital Management and CIS are not affiliated entities.

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These investments are speculative, illiquid, and involve risk including possible loss of principal; they are available only to verified accredited investors. Distributions are not guaranteed.

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