Insights

Over the past few weeks, I’ve been catching up with friends and acquaintances, introducing them to my new profession in the world of wealth management. To my surprise, I’ve realized that many people—even those with thriving careers and significant investments—are unclear about the difference between investment management and wealth management. Since this seems to be a common source of confusion, I thought it would be helpful to write about it, especially for Indian-Americans managing cross-border financial lives.

Struggling with financial decisions? More than half of Americans lack basic financial literacy. Learn how to take control, avoid costly mistakes, and build a secure future with expert guidance from Griffin Black.

Manish Thomare, a Griffin Black Associate Wealth Advisor interviews Ganesh Kalyanaraman – a trusted immigration attorney to provide tips regarding the US. This interview is part of our ongoing series to empower the Indian community with practical guidance on both wealth and immigration matters.

After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in.

Saving for a child’s education is one of the most loving things you can do, and today’s 529 plans offer more flexibility than ever before. If you’ve been contributing to a 529, you may be wondering what options you have now that life (and legislation) has changed. At Griffin Black, we’re here to help you navigate those decisions with clarity and care. Here are a few timely opportunities worth knowing about.

The American Dream is a powerful narrative, often depicted as a steady path towards stability and prosperity. For many in the vibrant Indian-American community, however, the journey feels less like a straight highway and more like navigating a series of crossroads, often accompanied by a significant degree of uncertainty. This inherent uncertainty, stemming from factors like visa status, potential future relocation, and unique cultural values, demands a financial planning approach that’s fundamentally different from the standard American model.