Services

Dr. Jim Grubman brings a multidisciplinary set of skills to his work with affluent clients and advisors. His services range from one-on-one psychotherapy to facilitating multigenerational family meetings and  in-depth trainings of financial advisor groups.  He also presents to small and large groups on topics relevant to the psychology of money and wealth.

Wealth Counseling
ADHD, Learning Disorders, and Wealth
Family Business Consulting
Training and Speaking about Financial Advising