Jonathan Grocott

Managing Director - Finance

About Me

Jonathan Grocott is a well-known financial professional with extensive experience and expertise in wealth management. As a skilled financial planner, Grocott utilizes his skills in financial data analysis, investment strategies, and tax-efficient investing to provide personalized financial solutions to his clients. Aside from his professional pursuits, Grocott also possesses a strong commitment to community service, regularly lending his support to various nonprofit organizations in New Jersey, Pennsylvania, and North Carolina. Volunteering is important to him, and he frequently takes opportunities to give back to the Southport, North Carolina community, where he now resides with his wife, Casey, and two daughters, Áine and Rory.

Grocott grew up in Bucks County, Pennsylvania, just outside Philadelphia. He was born in Trenton, New Jersey, and later on, he moved to Southport, North Carolina, where he found an amazing community to be part of. When he’s not working hard to ensure his clients' financial success, Grocott likes to spend quality time with his loved ones and indulges in recreational activities. Boating, fishing, and golf are some of his favourite hobbies, which he frequently engages in. It is no surprise that Grocott loves fishing, as he learned about the basics of the sport from his father at a young age. As much as Grocott loves the finance world, he also has a passion for music. His love for the art form has become a lifelong passion. You will always find him listening to his favourite tunes whenever he takes a break from work or in his free time. Jonathan P Grocott is a successful professional who has built a rich and fulfilling life, driven by his love for his family and community and his passions for fishing, golfing, and music.

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Jonathan Grocott - Portfolio

Recent News

Jonathan Grocot-Comfortable Retirement!
February 5, 2024

The Benefits of Professional Financial Advice for Retirement Planning

Retirement planning is a significant and often complex endeavor that requires careful consideration of various factors. It’s when you transition from the daily grind to enjoying the fruits of your labor. However, navigating the financial aspects of retirement can be overwhelming, and making the wrong decisions can have lasting consequences. This is where professional financial […]

Jonathan Grocott
January 15, 2024

Retirement Income Planning: Diversifying Your Portfolio

In today’s ever-changing financial landscape, planning for retirement has become more crucial than ever. As individuals approach retirement age, they face the daunting task of ensuring they have a steady stream of income to support their lifestyle throughout their golden years. One key strategy in this pursuit is diversifying your investment portfolio. This article will […]

Jonathan Grocot-Comfortable Retirement!
July 19, 2023

Maximizing Your Savings for a Comfortable Retirement!

Planning for retirement is crucial in ensuring financial security and peace of mind in the golden years of life. However, simply relying on a pension or Social Security benefits may not be sufficient to provide the comfortable retirement many individuals aspire to. That’s why taking proactive steps to maximize your savings is essential. This article […]

July 7, 2023

Essential Steps to Prepare for a Successful Retirement

Retirement is a significant life event that requires careful preparation and planning. To ensure a successful and fulfilling retirement, taking proactive steps well in advance is essential. In this article, we will explore critical actions you can take to prepare for a smooth transition into retirement. Following these essential steps can enhance your financial security, […]

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