THE GUARDIANS OF YOUR TREASURE

Working to protect your wealth—and help it grow

 

FINANCIAL PLANNING WITH A PERSONAL TOUCH

Expert advice, uniquely for you

 

Invest wisely now for the future you want

Take full advantage of your opportunities

 

A BETTER APPROACH TO FINANCIAL ADVICE

No sales. No commissions. No hidden agendas.

1
1

our first concern is

YOU

Like the mythological griffin, Griffin Black works to protect your wealth and help it grow to enable the financial future you want. Though we are experts in financial planning and wealth management, our primary interest is always in you, our client. We build long-term partnerships with clients that help them maximize their financial opportunities while avoiding unforeseen pitfalls.

Learn More

Understanding your dreams, values, goals & interests

Griffin Black’s Steps to a Solid Financial Plan

c1_03

Get organized for financial success

  • The right tools for your financial toolbox:
    insights you can use
  • Essential information: getting a handle on what you earn, spend, own, & owe

c2_03

Building a roadmap for the long term

  • Your lifetime lifestyle & cash flow plan
  • Retirement savings strategy
  • Planning for tax efficiency
  • Special events: asset purchases & sales

c3_03

Investing for success

  • An investment strategy in sync with your life and financial goals
  • How do you want to manage your personal capital?
  • Special opportunities for income & growth

c4_03

Rounding out your plan

  • Decisions about equity compensation
  • Managing risk (includes insurance planning)
  • Funding your children’s college education
  • What kind of a legacy, financial or otherwise, do you want to leave?

what we are reading now