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Legacy Builders: Crafting Generational Wealth

At Griggs Wealth Management, we are dedicated to helping families preserve and grow their wealth, creating a lasting legacy.. Our commitment to giving back is at the core of our values. We understand the challenges that affluent families face, including the risk of the 'Third Generation Curse,' where 80% of wealth is often lost. We strive to change this narrative by working closely with our clients to develop comprehensive wealth management strategies. Together, we can pursue a culture of financial success and family prosperity that lasts for generations.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help preserve your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

Our Core Values

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Wealth Management Process

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Investment Philosophy

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