Broker Check
Grant E. Hartvigson, CLU, CFP®

Grant E. Hartvigson, CLU, CFP®

WEALTH ADVISOR & MANAGING PARTNER

As Managing Partner of the firm, Grant Hartvigson dedicates his expertise to helping clients achieve financial independence. A veteran financial professional of over 20 years, he has amassed extensive experience working for the industry’s leading firms. In 2002, he founded Rainier Financial Group, Inc. to further his focus on fostering intimate client relationships, delivering comprehensive financial advice, and providing a truly personalized planning experience. 

A longtime CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Grant also holds his Chartered Life Underwriter (CLU) designation. While he specializes in crafting investment strategies, he thrives in the fields of retirement distribution planning, estate planning, wealth preservation and tax-efficient retirement income strategies. 

Actively involved in the financial world, Grant is a member of the Puget Sound Business Journal’s prestigious “40 Under 40,” where he has been recognized as a dynamic leader based on his entrepreneurial spirit and contribution to the region through his business and community involvement in 2011. In addition to publishing articles in national financial service publications, he has also been named a Five Star Wealth Advisor* four years (2012, 2015, 2017 and 2018). The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. 

Outside of the office, Grant looks forward to spending time with his wife, Julia, and their daughters, Sedona and Hampton.

 

 

 

*Five Star winners do not pay to win or to be considered for the award. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com. 2452 Seattle area wealth managers were considered for the award; 266 (11 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 1785 considered, 436 winners; 2016: 1678 considered, 412 winners; 2015: 2023 considered, 530 winners; 2014: 2649 considered, 424 winners; 2013: 2732 considered, 664 winners; 2012: 2697 considered, 682 winners.