Strategically aligning all the moving parts of your financial world

The Grueninger Group

At The Grueninger Group, we undeniably understand wealth management. Each of us contributes a perspective and insights that shape our solutions to your most complex planning, investing and wealth preservation needs. However, it is our collaboration with your circle of financial professionals and the connections we facilitate on your behalf that truly set us apart. As your primary Advisors, we strategically align all the moving parts of your financial world and make them work for you.

Our commitment to the “red carpet” service you deserve
Service takes precedence in our practice. From your first day as our client, and every day thereafter, we want your experience with us to be nothing less than exceptional. What’s more, we’ve chosen to limit our client base—keeping our practice focused on a select number of relationships enables us to provide you with the undivided care and attention you deserve.

From establishing tax-efficient estate planning structures and retirement income strategies, to facilitating your company’s capital funding, to premier investment management, we give you the advice you need to secure and protect all that you’ve achieved, and potentially increase its value for generations to come.

As your financial 'quarterbacks,' we work collaboratively with you and your team of professionals to deliver better advice across the spectrum of your financial life.

- Mark J. Grueninger

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark Jeffery Grueninger

    Mark Grueninger

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • MO
    • WA

    When you build strong partnerships with clients, great things can happen. This is Mark’s experience and the principle that guides him each day in his practice. He takes a holistic approach and serves his clients on all levels of their financial lives—from their banking and lending needs to wealth structuring strategies.

    Mark began his financial services career in 2001 at UBS. He was later recruited to Bank of America/Merrill Lynch in Los Angeles in 2003. Mark realized that his clients could be better served at UBS, and he returned in 2014. In addition to his California insurance license, he has carried the Certified Financial Planner (CFP®) designation since 2004 and has earned a number of professional accreditations. He has also attended Harvard Business School and UCLA for post-graduate work in behavioral finance and financial planning.

    Outside of work, Mark is a member of the Jonathan Club, The Viking Charities of Los Angeles, several wine & food societies, and actively volunteers at Project Angel Food. He and his daughter, Zoe, enjoy the great outdoors by committing to visit all of the National Parks, and currently live in downtown Los Angeles.

    • On Wall Street – Top 40 Advisors Under 40, 2017The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
      • Ben Sauer

        Benjamin Sauer

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • MO
        • WA

        Ben began his career as a personal banker in 2006 and later moved to retail brokerage in 2007. Ben joined UBS with The Grueninger Group in 2014, where he focuses primarily on financial planning and comprehensive portfolio reviews.

        Working side by side with Mark, Ben helps develop uniquely customized plans that provide a flexible roadmap for pursuing clients’ goals, including efficient tax planning, insurance, and wealth transfer and preservation strategies. Ben also handles trade execution for the team.

        Ben holds his Series 7 and 66 securities licenses. He studied economics at the University of Wisconsin-Whitewater and graduated with a degree in business administration. He and his wife enjoy spending time with their two daughters, Riley(3) and Harlowe(1); doing various activities including hiking, biking and anything else outdoors.

              UBS Financial Services Inc.
              131 S. Rodeo Drive Suite 300
              Beverly Hills, CA 90212
            • Annette Grace Romanelli

              Annette Romanelli

              Client Associate

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                Annette has over 20 years of experience in the wealth management industry.  She worked at Oppenheimer and Morgan Stanley before joining UBS in 2007, and joined the Grueninger Group in 2018.  In addition to providing the team support with brokerage and banking operations, she handles the resolution of complex issues.  Annette strives to provide excellent service which adds to the quality and strength of the client relationship.

                Annette resides in Northridge and enjoys spending time with her 3 sons; attending various sporting events and being invovled in different activities.

                 

                      131 South Rodeo Drive
                      Suite 300
                      Beverly Hills, CA 90212

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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