Client Portal
Client Account Access
We have listed below all of our access points and how they are utilized.
GW Wealth Link
This will be your access point for your Personal Financial Website. With this portal, you can link all of your accounts and view them in one spot. Please get with your advisor to ensure the proper setup.
Charles Schwab Advisor Services
This will be your access point to view all of your GW managed accounts directly with Charles Schwab. Please get with your advisor to ensure the proper setup.
Charles Schwab is one of the firms that we use to custody our client assets. Charles Schwab, Griffith & Werner, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab, member FINRA/SIPC. Used with permission.
Albridge Wealth Reporting
This will be your access point to view your accounts and run performance reports. Please get with your advisor to ensure the proper setup.
Contact
Office: 678-901-4167
Fax: 1-877-350-3587
info@griffith-werner.com
111 Mountain Brook Drive
Ste 208
Canton, GA 30115
816 Old Hornage Rd
Ball Ground, GA 30107
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.