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Our firm was founded in 1983 in Los Angeles, California, as Wealth Transfer Planning, Inc. It was established as a small, independent, three-person operation, primarily focused on meeting the estate and life insurance planning goals of successful families.

Today, Grant Hinkle & Jacobs has ten employees, locations in Solana Beach, California and Ft. Myers, Florida and clients in over 40 states. Our services have expanded over time to include business succession, executive compensation, cash alternatives, and special programs for non-profit organizations.

Please see the following timeline to learn how we’ve grown and changed over the last three decades.

  • January 1, 1983 Grant, Hinkle & Jacobs, Inc. began as Wealth Transfer Planning, Inc. founded in Los Angeles, California by Andrew Westhem.
  • January 1, 1992 Cory Grant joined Andrew after completing law school.
  • January 1, 1997 The organization expanded its national presence as a premier resource for life insurance, estate planning, and business succession advice, and the Westhem Grant Group was formed.
  • January 1, 2000 Cory and Andrew identified two rising stars in Scott Hinkle and David Jacobs. Scott as a native to Orange County and David as a native to Marin County, added to the firm’s depth and helped it to expand its client base throughout California while maintaining its dedication to client service.
  • January 1, 2004 Andrew and Cory implemented a succession plan and Scott and David bought into the firm, vesting their shares as equity partners two years later.
  • January 1, 2006 By the time of Andrew’s passing, the company had implemented a comprehensive approach to asset protection, wealth transfer planning, and business succession planning for hundreds of clients representing nearly every state in the nation.
  • January 1, 2008 The firm was renamed Grant, Hinkle & Jacobs, Inc.
  • January 1, 2015 Grant, Hinkle & Jacobs, Inc. celebrates its 30th anniversary and continues to be one of the “go to” resources for business owners, families, executives, non-profits, hospitals, credit unions, and planning professionals across the country.

© 2017 Grant, Hinkle & Jacobs