Joseph C. Grochowski

Senior Wealth Advisor
CFP®, ChFC®, AAMS®
Vector Wealth Management

Email
jgrochowski@vectorwealth.com

Phone
Local: 612-378-7560
Toll-Free: 877-383-2867
Fax: 612-379-4895

Social
LinkedIn

Directions
Vector Wealth Management
Minneapolis

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Joe C. Grochowski serves as a Senior Wealth Advisor at Vector Wealth Management.

Joe earned a Bachelor of Arts degree in Business Administration focused on Entrepreneurship from the University of St. Thomas. Joe joined Vector Wealth Management in 2011.

Prior to joining Vector, Joe worked with a Twin Cities bank as the Director of its Investment Services Department. Joe has been in the financial services industry since 2002.

Joe Grochowski holds the following designations:

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

  • Chartered Financial Consultant® (ChFC®),

  • Accredited Asset Management SpecialistSM (AAMS®)

He is also a member of the Financial Planning Association® of Minnesota.

Recent Content from Joe

Featured
Inside Senior Living Interview
Joe Grochowski
Podcast, Well Balanced
Inside Senior Living Interview
Joe Grochowski
Podcast, Well Balanced

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

Joe Grochowski
Podcast, Well Balanced
Intra-Generational Wealth Transfer
Joe Grochowski
Podcast
Intra-Generational Wealth Transfer
Joe Grochowski
Podcast

Learn about passing on your wealth while ensuring your financial stability. From lump sum inheritance planning to lifetime gifts, Joe's thoughtful guidance in this podcast will help you explore your options and make decisions that honor your family's values.

Joe Grochowski
Podcast
Meaning and Purpose Beyond Financial Security
Joe Grochowski
Podcast, Well Balanced
Meaning and Purpose Beyond Financial Security
Joe Grochowski
Podcast, Well Balanced

We discuss the essential components of a fulfilling retirement. PUSH stands for Purpose, Use of Time, Social Connection, and Health. These four ideas intertwine to create a rich and rewarding post-career life. Our podcast explores practical examples from our clients at Vector Wealth Management, who find joy and satisfaction in balancing leisure with meaningful activities. (podcast)

Joe Grochowski
Podcast, Well Balanced
pie chart
Joe Grochowski
FYR, Podcast
FYR: Concentrated Position
Joe Grochowski
FYR, Podcast

Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.

Joe Grochowski
FYR, Podcast
Inflation & Bucket-Based Retirement Planning
Communications
Inflation & Bucket-Based Retirement Planning
Communications

Interview with Today’s Business Radio. Focused on inflation. The way you and I spend is likely different, and one’s investment portfolio and future planning should take the differences into consideration. (audio)

Communications
Tax Return Results and Portfolio Results
Jason Ranallo
Market Perspective
Tax Return Results and Portfolio Results
Jason Ranallo
Market Perspective

To help us understand gains, losses, and tax impacts, we are joined by senior wealth advisor Joe Grochowski. He discusses the relationship between tax returns and portfolio results and how healthy rebalancing can lead to taxable events.

Jason Ranallo
Market Perspective

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 

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