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Request a Distribution If you are needing to take a distribution or withdrawal from one of your investment accounts, please follow the process below. Step 1 Send an email to clientsuccess@financialgravity.com with the information listed below....
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Guide to Charitable Distributions & Giving Options Charitable giving not only benefits the causes you care about, but it can also provide valuable tax advantages and help you align your financial goals with your values. There are several ways...
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Last Updated: 07/23/2026
in Client Essentials Meet the Client Success Team You can contact the team at clientsuccess@financialgravity.com , or calling 1-800-588-3893, option 2. Team Member Extensions McKensey Taylor: Ext. 7612 Jill Henderson: Ext. 2100 Saman...
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Charles Schwab Institutional Client Overview
Schwab Institutional is the custodian that holds your investment account assets managed by Financial Gravity Asset Management. To view all of your Schwab accounts in one place, log into the Schwab...
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The Short Box Spread Strategy is an options strategy offered by Financial Gravity that acts as a loan, allowing you to access immediate cash liquidity by leveraging your portfolio equity, effectively letting you "be your own bank" . Unlike tradi...
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Secure Document Transmission Policy At Financial Gravity , protecting client information is a core responsibility. As a Registered Investment Adviser, Financial Gravity operates in accordance with applicable federal securities laws and cybersecu...
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Financial Planning Portal
We offer interactive financial planning designed to help you build and track a personalized strategy tailored to your goals. To support this process, we use a powerful planning software called RightCapital, which all...
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Is an Indexed Universal Life Policy (IUL) appropriate for you? Indexed Universal Life (IUL) is a form of permanent life insurance offering tax-advantaged cash value growth linked to a market index, with a guaranteed floor but limited upside cap, b...
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Health Savings Account and Flexible Spending Account Eligible Expenses Overview Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are tax-advantaged health care spending accounts that allow you to pay for qualified medi...
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Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, and...