Your investments are hand-picked. Your wealth plan is personally crafted. And you can rest assured that our team is aligned to support your life. Working with Gryphon Wealth means enjoying a seamless experience - from investing to day-to-day support.
Finances touch almost every part of our lives. Which can be stressful if it isn’t managed. But with a team that understands your goals, your finances can be a source of freedom. To effectively learn your priorities, align on the path forward and continue toward the future you envision, we’ll leverage a process that’s been informed by over 20 years of advising experience.
Our aim is to learn about you and your goals - both financial and personal while also sharing our unique offerings, investment strategy and scope of wealth planning. Then if you and our team both agree we are ready to move forward, we take what we've heard and customize a plan for you.
This is where we take what we learned from the discovery conversation and create a plan specifically for you. We customize your investments and your plan based on various factors - such as your risk preferences, time horizon, objectives and existing investments.
Once you’ve signed on, our team is now your team. We’ll work to support, communicate and coordinate with you and with your tax and legal advisors. Making the process as seamless as possible. We value all aspects of your life. And once you’re a client of Gryphon Wealth, we’re here to make these things easier so you can go enjoy life more freely.
What makes Gryphon Wealth truly different from other advisories is our in-house expertise. While other firms outsource their planning and investment management, our in-house approach allows us to be more nimble and tailor our recommendations to our client’s individual needs.
Meet the whole team, and how each member contributes
to our one-of-a-kind experience.
2023-2024 Forbes Best-In-State Wealth Management Team1
2017-2024 Forbes Best-In-State Wealth Advisors1
175+ years of combined financial experience
1. The Forbes Best-in-State Wealth Management team and Forbes Best-In-State Wealth Advisors rating algorithhm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
We’re invested in helping you live life to the fullest beyond just wealth planning. We love to host fun gatherings and connect with you outside of the office, checking up on you and your family's adventures.
Investment and Insurance Products are:
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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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