No matter your level of assets, whether you’re a millionaire or are just looking to begin saving for retirement, you can benefit from portfolio management. When you come to Griggers Wealth Management, we will conduct a deep examination of your assets, your goals, the amount of risk you are willing to take on, and more. The process of portfolio management and choosing the right investments is extremely individualized – our goal is to help you make the right decisions for you. Creating a strong investment portfolio integrates well with wealth planning and estate planning.

We are not interested in the hot stock of the day or picking day-to-day stocks. We look at long-term trends to create a long-term strategy for your portfolio. Investing is a marathon rather than a sprint. Ultimately, we want to keep you on a path of consistent, continuous returns. We do this a few different ways:

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 and determine weightings.
4. Monitor investment behavior trends to enhance the investment decision process.

Why Choose GWM to Manage Your Portfolio?

Here at GWM, we are very hands-on with our clients. While computer models are extremely beneficial in portfolio management, we believe that managing your portfolio is a very intuitive process. We want to get to know you and understand the best way to tailor a portfolio around what you already have. When you work with us, you’ll get to know us well – this creates a level of accountability that larger companies don’t develop with their clients. Providing the right advice and helping you make the right decisions with your investments is paramount, and it’s a job we take very seriously.

Ultimately, we want to build an investment portfolio that fits you and can continue to grow. This could be a very conservative model of investing or it may be one with a little more risk. Together, we will define your investment objectives and come up with a personalized plan that works for you.

Why Choose GWM for Tax Efficient Methods?

At Griggers Wealth Management, we’re committed to doing what is best for you and your money. Although taxes are an unavoidable fact of life, you can safeguard your assets from suffering unnecessary tax hits by simply making smart, educated decisions when it comes to wealth planning, saving, investing, and withdrawing. Certain investment and savings vehicles carry less aggressive taxes or are even tax free, making it crucial to take advantage of them when they’re available.

With our team’s extensive knowledge and depth of experience, we can help you find these vehicles so that your portfolio management, wealth planning, or estate planning is handled in the most tax efficient way. Tax-efficient methods can benefit people of all age groups and life stages, and Griggers Wealth Management can help you maximize your tax opportunities while you build your wealth.

Our primary concern is helping you. If you have a question that we can’t answer, we will do our best to refer you to someone who can. Our team regularly consults with experts in law, accounting, and other industries who have the knowledge you need. Not having this knowledge can cost you money, and we will do everything in our power to ensure that this doesn’t happen.

Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.