Grace Wealth Management Group, Inc.

Grace Wealth Management Group, Inc. Securities offered through Centaurus Financial, Inc., member FINRA/SIPC, a registered broker/dealer. CFI and Grace Wealth Mgmt. are not affiliated companies.

Supervisory office: 2300 Katella Ave., Anaheim, CA, 92806. 714-456-1790. Learn more by visitng http://www.financialadvisorirvine.com/get-started-now or schedule a call now! https://calendly.com/jpeters-12

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!

Every earnings season is different, but the influence of a handful of companies is undeniable.I invite you to schedule a...
05/26/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals during these times. Please click my link or logo/picture below to select a convenient time on my calendar:
https://calendly.com/jpeters-12

Recent global developments are beginning to show up in key areas of the U.S. economy, with energy costs leading the impa...
05/15/2026

Recent global developments are beginning to show up in key areas of the U.S. economy, with energy costs leading the impact.

Fuel prices have risen, with the national average reaching around $4.10 per gallon, increasing costs for households and businesses. Broader inflation data has also reflected some upward pressure, particularly in energy-related categories.

Despite these shifts, overall economic growth is still expected to continue, though at a slower pace. Some forecasts suggest growth may ease slightly while remaining positive.

Consumer activity has shown mixed signals. Spending has remained relatively steady, even as sentiment surveys reflect lower confidence.

Looking ahead, factors like energy prices, inflation trends, and central bank decisions may continue to influence the economic outlook.

** I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals during these times. Please click my link or logo/picture below to select a convenient time on my calendar:


Source: https://www.cnbc.com/2026/04/15/here-are-all-the-ways-the-iran-war-has-affected-the-us-economy-so-far.html

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

A recent financial disclosure offers insight into the background of a nominee for a key central bank leadership role.The...
05/13/2026

A recent financial disclosure offers insight into the background of a nominee for a key central bank leadership role.

The filing shows net worth exceeding $100 million, along with a wide range of investments across private funds, startups, and other assets.

The disclosure also outlines income from consulting work and investment activity, as well as plans to divest certain holdings if confirmed in the role.

Financial disclosures like these are a standard part of the nomination process, providing transparency into potential conflicts of interest and financial relationships.

They also offer a broader look at how professional experience and financial backgrounds can intersect with leadership positions in public institutions.

I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please click my link or logo/picture below to select a convenient time on my calendar:
See less


Source: https://www.cbsnews.com/news/kevin-warsh-net-worth-fed-chair-nominee/

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

Recent global developments are beginning to show up in key areas of the U.S. economy, with energy costs leading the impa...
05/06/2026

Recent global developments are beginning to show up in key areas of the U.S. economy, with energy costs leading the impact.

Fuel prices have risen, with the national average reaching around $4.10 per gallon, increasing costs for households and businesses. Broader inflation data has also reflected some upward pressure, particularly in energy-related categories.

Despite these shifts, overall economic growth is still expected to continue, though at a slower pace. Some forecasts suggest growth may ease slightly while remaining positive.

Consumer activity has shown mixed signals. Spending has remained relatively steady, even as sentiment surveys reflect lower confidence.

Looking ahead, factors like energy prices, inflation trends, and central bank decisions may continue to influence the economic outlook.

I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please use the link below to select a convenient time on my calendar:


Source: https://www.cnbc.com/2026/04/15/here-are-all-the-ways-the-iran-war-has-affected-the-us-economy-so-far.html

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.Th...
05/04/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please use the link below to select a convenient time on my calendar:
https://calendly.com/jpeters-12

That yellow section? That's money you never saved, your money made it for you.This is compound interest in action. Start...
05/01/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please use the link below to select a convenient time on my calendar:
https://calendly.com/jpeters-12

That yellow section? That's money you never saved, your money made it for you.This is compound interest in action. Start...
05/01/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇



I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please use the link below to select a convenient time on my calendar:
https://calendly.com/jpeters-12

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
04/22/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

I invite you to schedule a complimentary consultation with me to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please use the link below to select a convenient time on my calendar:
https://calendly.com/jpeters-12

You've done the hard work. Now come the fun choices.A life well-lived doesn't have to be extravagant. One moment you may...
04/21/2026

You've done the hard work. Now come the fun choices.

A life well-lived doesn't have to be extravagant. One moment you may crave that favorite food from childhood, the next an elegant wine at a table under the stars, and finally a chef-inspired dream you talk about for years to come. There are no wrong answers to how you experience joy. Only the freedom to celebrate the way you deserve, thanks to the good decisions you've made along the way.

Savor every bite. You've earned it.

I invite you to schedule a complimentary consultation to explore innovative planning ideas and tailored tax strategies that can benefit your financial goals. Please use the link below to select a convenient time on my calendar:
https://calendly.com/jpeters-12

Address

3525 Hyland Avenue, Suite 260
Costa Mesa, CA
92626

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