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 an investment 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 confidence 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 Strategies
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

Gryphon Insights

URL

This field is for validation purposes and should be left unchanged.

Name(Required)

Email(Required)

Scroll Up

Contact Us

info@gryphon-wealth.com

Main: 904.450.5330
Fax: 904.450.5331

Location

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

Gryphon Wealth, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name.