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William Grundig

William Grundig

Managing Director

William Grundig works with individuals and business owners to conservatively and methodically accumulate assets in the working phase of their lives. While in retirement, William works with individuals and business owners to tactically distribute income from their assets designed to last a lifetime.

Retirement income planning has become the critical theme for individuals closing in on retirement. William utilizes a specialized planning tool to guide & prepare clients to make informed decisions regarding their financial future.

William is a founding member of Dynasty Advisors LLC. As an owner, William understands the realities and nuances of operating a business and strategically preparing for retirement. William Grundig along with Dynasty Advisors can help retirees and soon to be retirees determine if they have enough retirement assets to distribute via income to last throughout retirement.

Education

United States Air Force

Orange County Community College - Associates in Business

Hofstra University - Undergraduate Studies in Finance 

Professional Designations, Affiliations, Licenses and Registrations

Series 7, 63 and 66 Securities Registrations

Life, Health and Accident Insurance Licenses