At Griggers Wealth Management, we take a holistic approach to wealth and financial management. There is no “one size fits all” method or strategy that can be applied to everyone. We put a great deal of consideration into getting to know you and learning exactly what your financial goals and dreams are. Once we understand these, we can help you develop a plan that works for you. Our team has multiple tools we utilize to ensure that we give our clients the best advice available.

Nitrogen

With this risk-analysis software, we are able to determine the amount of risk you’re willing to take, the amount you need to take to achieve your specific financial goals, as well as the amount you currently have in your portfolio. With your risk number determined, we can set expectations for what is normal for your portfolio. This program allows us to create a realistic portfolio that matches your financial goals and helps you reach them.

^RightCapital

Our Financial Planning Tool

Financial planning can feel complex, but RightCapital makes it easy.

The biggest questions investors face in pursuit of their investment goals are whether they are saving enough, whether their money is allocated correctly, and, if not, what they can do. To gain clarity around these questions, we utilize the goal-based financial planning tool, RightCapital.

RightCapital is financial planning software that simplifies the planning process for you. Designed to create the “Right Plans for the Right People,” RightCapital allows us to create your clearest game plan so that you can pursue your goals. Compare your current portfolio to stated goals, review your growth, see detailed plan summaries, organize your net worth, and see just how your cash flow is moving.

Through GWM, you will gain access to your own Planning Portal, where you can monitor your goals and performance whenever you’d like. Contact our office for an appointment to begin creating your quality financial plan.

AccountView & AccountView 2.0

This secure online portal allows you to access your account, view your statements, and gain insight into your portfolios, positions, and transactions. You also have the option to go paperless to receive statements faster with email notifications. All of this is available on your schedule and at your fingertips with secure, convenient, anytime, anywhere online access from any device!

eSignature

Have a busy schedule? We understand and have the technology in place to help you sign documents using any device with encrypted security, a complete audit trail, and instant signatures with no mailing, no faxing, and no waiting.

CFRA Reports

The Center for Financial Research (CFRA) is an independent research, data, and analytics company that aims to bring detailed, stock-related insights to advisors and clients so that they can make the most informed financial decisions. At Griggers Wealth Management, we offer CFRA stock reports to our clients for a fuller, more in-depth picture of the current stock market. These reports provide equity analysis of more than 5,000 publicly traded companies, along with statistics, qualitative opinions, and more to help ensure your decisions are not being made in the dark.