Grape Wealth Management - Temecula, California

Julie Mayers

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”.

Patti Burg

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 the best advice for my well being now and my future.

Additionally, in this heavily transactional world we live in, he is so genuine and kind; he is truly a joy to work with.

Thank you Alex! I sincerely appreciate all you have done thus far and look forward to many years of working with you.

Ed Villalobos

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.

Connie Borland

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!

Christian Griffin

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.

David Enriquez

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.

Sharan White

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!

Veronica Pratt

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