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James V. Peters, CLU, ChFC

(949) 631-3840

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Grace Wealth Management Group, Inc.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner workshops designed to inform and educate people to equip them with the best possible tools to make well thought out and educated decisions over their financial future and goals. Please consider joining us! We hold them at some of Irvine's top dining spots such as Il Fornaio's and Antonello Ristorante, to name a couple.These are free, relaxed no sales environment! For complete details:

COME JOIN US FOR A FREE DINNER!

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TIPS for Inflation

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Why You Need an Estate Strategy

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Buying Auto Insurance For Teen Drivers

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What Is the Dividend Yield?

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Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Have you explored all your options when it comes to managing your taxable income?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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