2179 Lake Park Drive S.E. Suite T, Smyrna, GA 30080

Helping you plan a bright future!

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Helping you plan a bright future!

About Us

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Planning Futures

Uptrend Asset Management LLC, a leading insurance boutique focused in the financial and insurance industry. We are not captive agents nor do we sell proprietary products.  We specialize in researching and providing Tax Free Retirement, Fixed Annuities & Indexed Universal Life investments as an important alternative in retirement planning and college funding strategy. 

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Member of National Ethics Association

Since 2001, the National Ethics Association (NEA) has helped business professionals build their businesses on a foundation of trust, ethics and best practices. The Association is committed to helping businesses service their customers with knowledge and integrity by providing educational resources and content encouraging and promoting ethics in business and beyond. NEA is also devoted to aiding consumers with the increasingly complex task of conducting due diligence on business professionals. This results in greater peace of mind for skeptical consumers and also rewards those worthy of their trust.  

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Why Us?

Graceful Grady, RFC is the President and Managing Member of Uptrend Asset Management, LLC. Mr. Grady started his investment career in 1990 with Lehman Brothers in New York, continuing with Lehman Brothers, he relocated to Atlanta, Georgia. Mr. Grady also worked with Robert Thomas Securities before going independent as a wealth manager and starting Grady Financial in 2002. Mr. Grady has the designation of RFC (Registered Financial Consultant) and in 2006 he became a member of the National Ethics Association. Mr. Grady has been featured/quoted in various national magazines including Black Enterprise and Ticker magazines. Mr. Grady has been active in the investment management field for 29 years and holds a B.B.A. in Finance from Georgia State University. 

Contact Us

Uptrend Asset Management

2179 Lake Park Drive S.E. Suite T, Smyrna, GA 30080

(770) 801-8226

Hours

Mon

9:00 am – 5:00 pm

Tue

9:00 am – 5:00 pm

Wed

9:00 am – 5:00 pm

Thu

9:00 am – 5:00 pm

Fri

9:00 am – 5:00 pm

Sat

Closed

Sun

Closed