At Griffin, we take a holistic approach to support you through every life chapter. We walk through a thoughtful process with you to learn about your set of circumstances and your desired future. We fill a variety of roles throughout relationship together. As your thought partner, we help you define your vision and explore your options. As your professional facilitator, we collaborate with your other professionals, including your attorney and accountant, to carry out your plans. And finally, as your advisor, we provide professional and strategic advice to protect your financial security over time.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
The cost to work together is transparent and based on a percentage of assets under management, which is a rough proxy for complexity. Griffin generally offers Wealth Management services for a fair, competitive annual fee in line with market rates that varies depending on the amount of assets under our care. We are happy to provide a customized quote at our complimentary Discovery Meeting.
Change is a given in life. Whether small or pivotal, change requires recalibration—emotionally, psychologically and financially. From those who are preparing for retirement to those finding their way after losing a spouse, we are here for you and are committed to being your partner. Through a clear process together, we help you understand the decisions at hand, organize each part of your finances, and ultimately, live a life of meaning as you define it.
We’d love to learn about where you are now and how we can help you get where you want to be. Simply set up a time to chat with us.