A tradition of watching over your wealth
Financial decision making can be separated into two categories: The day-to-day decisions that allow you to make progress on your long-term goals and critical moments that can shape the rest of your life, like selling a business.
35+ years specializing in helping owners transition the wealth of their business in a tax efficient way.
Throughout your life, when those critical moments occur, the most successful outcomes are the ones where you make a decision with the help of people that have been there before you. Working with professionals, dedicated to helping you achieve the best outcome can reduce stress and unlock wealth you never knew existed.
Griffin Wealth Management was founded on the idea that your life, your business, your needs and your goals are all unique to you. It follows then, that we believe the right way to serve your best interest is to tailor a financial plan specific to you and your family. Like the griffin, we are committed to preserving our clients’ most important assets, reduce the tax burden and help navigate those critical moments in life.
In choosing an advisor, there are many factors to consider. We believe our team’s tenure in the industry, professional designations and our unwavering commitment to clients are what allow us to stand out from other financial services practices.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Banking and Lending Solutions
With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives.
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada and Europe within eight growth-oriented industry practices to serve you.
Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.
Your committedfinancial advocates
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.