Griggs Wealth Management
Preserving Wealth, Building Legacies
5.0
Griggs Wealth Management helps families preserve and grow wealth, focusing on legacy planning and charitable giving.
About
At Griggs Wealth Management, we are committed to helping families preserve and grow their wealth, creating a lasting legacy. Our dedication to giving back is at the core of our values.
We understand the unique challenges that affluent families face, including the risk of the 'Third Generation Curse.' We work closely with our clients to develop comprehensive wealth management strategies aimed at fostering a culture of financial success and family prosperity that can last for generations. Our services include business planning, financial planning, investment management, estate planning, charitable planning, and high-net-worth management, all tailored to the specific needs of our clients.
Services
Business Planning
Provides tax-advantaged strategies for business owners to retain and grow wealth, with established relationships to maximize business value.
Financial Planning
Helps clients set goals, identify opportunities and challenges, develop and implement a financial plan, and stay on track with routine follow-ups.
Investment Process
Offers independent, risk-managed, diversified investment strategies aligned with clients' financial plans, with regular rebalancing and tax-efficient harvesting.
Risk Management
Addresses protection against death, disability, long-term care, and other unexpected events, ensuring transparent and fairly priced professional strategies.
Estate Planning
Provides comprehensive estate planning services with over 100 years of collective experience to preserve legacy for future generations.
Charitable Planning
Supports clients' efforts to make a difference through strategic charitable giving and estate planning.
Credentials & Certifications
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