• Planning Philosophy
  • Who We Serve
  • Our Process
  • Why We're Different

Griggers Wealth Management was founded on traditional values: hard work, loyalty, uncompromising quality, and personal services. We understand that each client has different needs and goals. These goals are usually assets based. It is important that we do everything possible to meet these goals. Our goal is to help our clients protect what is truly important to them. We have more than 90 years of combined experience. We believe that a holistic, personalized wealth plan is the best approach. This is our our method of finding quality solutions.

Clients come first, period. You have worked hard for your money. We work hard to become, and stay, your trusted financial advisor. Our professional knowledge, integrity, and personalized wealth management services are proven. Consider our process map to learn more about how we develop individual strategies for each client.

Our Ideal Client...

  • Our Ideal Client Is a financial delegator and allows us to handle all of their "financial stuff."
  • Is passionate about their clearly defined goals.
  • Appreciates and is willing to follow and implement our advice.
  • Allows us into their lives on an intimate level so we can tailor a true wealth plan specifically for them.
  • Focuses on what is really important to them and wants to hear the truth from us with no candy-coating.
  • Trusts our employees and our core values of professional knowledge, integrity, personalized service, and teamwork.
  • Realizes the planning and service we provide is worth every dollar spent.
  • Understands the best way to build our ideal Client community is by their willingness to introduce us to other people who share these common characteristics.
  1. Identify investment themes believed to be in a long-term positive price trend
  2. Determine the best way to invest in that trend
  3. Utilize multiple analytical tools to:
    • Assist in decision making
    • Determine weightings
  4. Monitor investment behavior trends to enhance investment decision process

CORE PRINCIPLES

  • Flexible - portfolio construction
  • Adapt - to major changes in market conditions
  • Prepare - for something, but be ready for anything
  • Invest - primarily on a 3-year outlook
  • Tactical - investments as needed
  • Defense - comes first... then make as much as we can
  • Total Return - approach instead of yield reaching

Our Ultimate Objective

Advance and Protect Your Hard-Earned Wealth

Unparalleled Service

Can you imagine navigating a plane without a flight plan? Why would you try to map out your retirement without a wealth plan?

Our Enhanced Services and Wealth Planning Teams will guide you from where you are today to where you want to be in the future.  We will review your current financial position and put together a financial map.  In short, we will help you chart your future and plan for the retirement you've always wanted. 

Take a look at what we offer:

  • Portfolio Management
  • Wealth Planning
  • Estate Planning
  • Tax Reduction Strategies
  • Risk Management

 

Exceeding Expectations through our:

MISSION

We understand that each client has different needs and goals for their assets to fulfill.  It is our goal to help our clients protect what is truly important to them.

VISION

You have worked hard for your money and we will work hard to be your most trusted financial advisor through our professional knowledge, integrity, and personalized wealth management service.

CORE VALUES

Griggers Wealth Management was founded on traditional values: hard work, loyalty, uncompromising quality, and personal service.

EXPERIENCE

Our Wealth Advisors are committed to working with our clients for the long term. Our team has over 90 years of combined experience in the financial Industry, with an average tenure of 22 years