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.

Planning &follow-through

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.

Financial Planning

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.

Investment Banking

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.

Alternative Investments

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

Kevin Doyle
Kevin P. Doyle, CEPA®
Senior Vice President, Investments
Diane Allen
Diane "Di" Allen
Senior Registered Client Service Associate

STRUCTURED Process

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.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Goals worth striving for aren’t achieved overnight but a goal-oriented mindset can be.
Kevin P. Doyle, Senior Vice President, Investments

Information & insight

When would it be ok to start cutting rates, and by how much?

12/01/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Recapping November’s key market events

12/01/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

Equities rebound in November, ending a three-month slide

11/30/2023
The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing

Never stop earning

How your retirement savings can continue working for you.
Retirement & Longevity

Understanding long-term care

Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Background Rotating Sphere Pattern

Make financial decisions with confidence
History of the griffin Learn more

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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