Grape Wealth Management

I had an awesome experience meeting with Alex at Grape Wealth Management! It was my first time meeting with a financial advisor so I had a lot of questions but he was patient, knowledgeable and extremely helpful. Highly recommend, especially if you are looking for retirement investment opportunities.

Alex is a good resource and it was a very enjoyable afternoon in a beautiful venue, nice meeting other like minded folks. I've attended several of these mixers and really enjoy them, always informational. Thank you for hosting us.

This was a wonderful experience at Europa Winery for ?Retire Temecula?.The wines were excellent and the games were fun and added a nice tone to the afternoon. It was also great seeing friends and meeting new members to the group. Thanks to Alex Newman for sensing the need for retirees to gather occasionally and creating ?Retire Temecula?.

Alex has been nothing short of outstanding to work with! I was new to the area, from the Midwest, and looking for someone trust worthy and that I felt comfortable would have my best interest in all that he advised me on. I found all this and more with Alex and Grape Wealth Mgt. Alex is the epitome of conscientious, helpful, and completely transparent. He truly cares and takes the time to explain anything and everything so it can be understood at any level. I have complete confidence that he is giving me

Weins gathering was great. I've been a member for a year or two but this was my first event. Well done! Met a couple that just moved here a month ago. We'll be keeping in touch!

Just enjoyed a lovely afternoon at Retire Temecula at the Europa Winery. The venue was perfect, good wine, the music was a nice touch, and great conversations with some new retiree friends. Thank you Alex for being the most gracious host!

Alex, the organizer of the event is so nice, a smile you won't forget. I went by myself and he was warming and introduced me to a table to enjoy wine and good times.

Thank you for the organized walk this morning! Nice group of retired individuals on a walk with beautiful views! Thanks for putting it all together.

Alex was amazing. I had the opportunity to work with him recently and he was readily available and always happy to help. I highly recommend him for your retirement services. True professional.

It's always a pleasure attending these events and the reason is because we get to to meet other friends. Like today I met a lovely lady and her daughter and we had a great time.

Great event meeting new friends, seeing old ones, and having a glass of great wine! Information given about investing was a plus to the evening! Join us next time!

It was so nice to see familiar faces and meet new people. Alex, thanks for giving us insight on retire temecula and you. Looking forward to the walk tomorrow ??

Thank you for a lovely afternoon at this beautiful new venue at Europa. It was a great turn out and I got to talk with old friends I didn't know were members. Thank you Alex, Rainer, and Joshua.

Excellent outing. Met wonderful people. Looking forward to seeing them again and experiencing all that Retire Temecula has to offer.

Previously, I had been to only one Retiree Temecula event and it was at the winery, so that's where I went. I asked around and nobody had information. So, I took a nice walk around the vineyard by myself. When I left, I looked up the street, saw the cars, then saw the sign. Whoops! Hopefully, I will catch the next one.

What a gem Murrieta Day Spa is. Our host and all staff were so friendly and helpful. What a treat from the gorgeous boutique to the peaceful outdoor ares and relaxing treatment rooms. I hope to be back soon. Thanks for having us!

New to this group and attended our first social..great is an understatement. Great way to meet people and what a great venue. Thankyou to our hosts..looking forward to the next one.

My husband, John Dawney & I had a wonderful golf outing w Josh & Rainer as hosts! I was the only woman there but it was a very relaxed & fun filled day! We had a bite to eat afterwards w a beer & great conversations! If you are a golfer u need to join us for the next round!

What a lovely afternoon I had thanks to our hosts! I got to meet quite a mix of guests while enjoying a very nice glass of Europa wine.. all with a warm sun! Thanks

i had a good time on the walk this morning! Haven't seen much of the wine backcountry before. Thanks!

Had an appt at a winery for a wealth management seminar with them, and got a reminder confirmation. Drove all the way on a Saturday and nobody had a clue about this meeting, so totally wasted our Saturday! Not sure what the point is of this sales strategy????? The Winery comfirmed he was a member but they had no record of him holding events there at all. Thanks for wasting our time!

I had been invested with a very large brokerage firm for over 10 years when I met Alexander Newman. We had a long conversation regarding the stock market and what he felt were good investments. I was very impressed with his knowledge and buying strategies and decided to switch my funds. That was over 2 years ago and my stocks are soaring under his direction. Alex never fails to keep me informed of new stock opportunities and advises me on when to buy and sell. I am so happy I made the switch and now hav

Alexander Newman has been a wonderful support, with intelligent guidance, and great care since my mother passed away concerning the trust and investments left to me. He has taking his time with me and explained all the details of the finances so I could understand them thoroughly. He has worked with me to make the most out of my investments, as well as connecting me with other professionals in the fields I need assistance with. I have recommended Alex to others who are looking at financial investments, a

The hosts are extremely friendly and sincere, always willing to engage and offer constructive advice. It's also enjoyable to meet new people and share similar experiences.

Alex is extremely professional and knowledgeable. We are particularly impressed with his availability day or night which demonstrates his commitment to his clients. He offers sound advice and investment recommendations. We have been very impressed with his service over the past 2 years.

I had such a pleasant and positive meeting with Alexander! I learned more in one hour about finance than I have in many years! A complete change of perspective for viewing my personal circumstances and an overview of possibilities to consider with options that encourage me to start planning a smarter future for building wealth. I felt supported in discussing my concerns with Alexander but also in assuring me of my potential. I would highly recommend a consultation with Alexander and know that this is only t

I would like to express my appreciation for the fine work Alexander Newman has done for me and at the same time recommend him to any who are seeking a good financial advisor or counselor. Alex is professional and yet personable. He is knowledgeable and informative. Alex takes the time necessary to make sure I understand what he is sharing. I have found him to be more than just my financial advisor.

We would like to express our thanks to our financial advisor Alexander Newman. Alex has been our financial advisor since 2017. He has passion, knowledge ,integrity and a genuine interest in handling our finances. We have total confidence in Alex's ability and recommendations for our accounts Alex has looked out for our finances including even having someone review our estate plan He continually keeps us in the loop with regular meetings to review our accounts. He truly watches our investments and keeps

Alex Newman has been my Financial Advisor for quite a few years. I wouldn't trust anyone else to handle my finances and retirement. He is so knowledgeable and easy to work with. We meet up regularly to discuss my portfolio and he always answers all my questions and explains how my investments in my portfolio are set up and doing. I really appreciate his patience with me as he explains everything to me in layman terms. I don't have to worry about my future and my retirement, so, I can just sit back and enj

Always an amazing time at these events. Thank you Alex and your lovely wife for facilitating these events.

I have had the great fortune of meeting Alex Newman this year. My concerns for my portfolio were met with genuine concern and confident support. I am looking forward to this relationship encouraged by the very competent Alex Newman.

Amazing experience. This guy knows his stuff and got me super excited about my future! He didn't push me to buy or book with him. He genuinely just helped me out with more info than I got from my accountant and lender combined. Highly recommend!

Alex is very professional and really knows the market and how to make portfolio's work for each individual client. He is very responsive to questions and always gets back to us when we have a question. Additionally, he keeps us abreast of how our investments are doing and knows when and how to switch things to get the most out of our investment. I trust his decision making DWK

Met some great ladies today. Thank you for making this happen. Look forward to the next get together.

Great outing and walk. Met very nice folks and shared stories and experiences. Looking forward to the next gathering

The group is wonderful, welcoming, informative. Always look forward to attending their events.

It was a truly lovely time with other like-minded people. I so appreciate your putting this on and treating us!

Alex and his team are ?? Awesome walk.

Alex has been handling my portfolio since 2018 he is always readily available with any questions I might have takes the time to answer everything and today he's making me money which is the true value of any financial advisor right

High quality great experience and wonderful location. Highly advise you check out future events!

Good morning walk with nice people! Thanks!

Great ambience and very informative. Will come back again!

It was a lot of fun...fun people

I was not able to attend the event due to a schedule change.

Such a friendly and welcoming group! Thank you!

Alex is a professional and knowledgeable. He's got trust.

Alexander is very professional and makes himself available always for questions/advice.

Very knowledgeable. Very honest.