A Plan To Live
as you wish
A solid wealth plan is what allows us to help protect the vision you have of your future. Services that range from retirement income planning to estate planning strategies for your next generation could be tools we employ in our all-encompassing approach. We find that crafting a comprehensive plan allows us to watch over a wide scope of financial responsibilities, and we believe that can add to your peace of mind so you can enjoy life's other pursuits.

Our Approach to Planning

Every journey begins with a plan. To build a financial plan that is unique to you and your family, we employ a detailed process to understand your present circumstances and your aspirations for the future.

  • Audit Current Financial Situation:

    We start by organizing your financial information by identifying the location and details of each of your bank, investment, real estate, and insurance holdings. We look at how it is invested, who the beneficiaries are, and identify any unique details about the accounts. Next, we focus on any income sources you have now or in the future: wage income, social security, pensions, rental income, business income, and any future sales of assets (businesses, real estate, etc.) We leave no stone unturned and present the information back to you in an organized and concise manner.

  • Understand Your Goals:

    Once we have an accurate current financial picture, we spend time understanding where you want to go. What are your aspirations and concerns? How do you want to spend the rest of your life and what values and assets do you want to pass to family, friends, and/or charity.

  • Craft a Personalized Plan:

    Finally, we go to work figuring out the best way to help you accomplish the things most important to you. Anyone can put together a plan to accomplish your goals, but the art is in balancing your unique goals with living a meaningful life. And perhaps more importantly, having the peace of mind that you can truly enjoy your life, rather than worrying about your finances.

We help keep you informed and excited for the future, free to live your life fully at every step.

Take the Next Step

Planning Services

  • Retirement Income Planning – 401ks, SEPs, Simples, Roth and Traditional IRAs
  • Social Security and Medicare
  • Estate Planning Strategies – wills, trusts, etc.
  • Insurance – long term care, life, and disability
  • Roth Conversion Analysis
  • Charitable Giving Strategies – donor advised funds and private foundations
  • Income Tax Planning
  • Corporate Executive Planning – 10b5-1 plans, restricted stock, rule 144, and stock options
  • Family Dynamics – helping the next generation manage their wealth and understand the family values
  • Education planning – 529s and ESAs

Take The Next Step

Insurance products are offered through our affiliated nonbank insurance agencies.

Gryphon Insights

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Gryphon Wealth

Contact Us


Main: 904.450.5330
Fax: 904.450.5331


4600 Touchton Road E,
Building 200, Suite 110,
Jacksonville, FL 32246

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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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