Our Services

Plan Today To Enjoy Tomorrow

Let Us Help You Pave

The Road To Financial Freedom

The road to financial freedom, and a comfortable retirement, is paved with a lot of smart and small decisions along the way. For over 30 years, Griffith & Werner has provided custom wealth planning for families & businesses. At our firm, we hand-select the companies we invest in, rather than rely on cookie-cutter templates. This allows us to focus on providing you with a predictable, sustainable retirement strategy. Our investment approach addresses our clients’ most pressing concerns, controlling volatility and maintaining a predictable income.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs today and for many years to come!

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Investment
Planning

In today’s dynamic economic landscape, securing your financial future is paramount. That’s where our investment planning services come into play. With years of experience, we offer tailored strategies to help you achieve your financial goals.

Our team of seasoned financial experts will work closely with you to understand your unique aspirations and risk tolerance. We provide a comprehensive analysis of investment options, from stocks and bonds to real estate and retirement accounts. Through diligent research and ongoing portfolio management, we aim to maximize your returns while minimizing risks.

Invest in your future with confidence. Partner with us for expert guidance and a secure financial tomorrow.

Retirement
Planning

Retirement is a phase of life that should be embraced with financial confidence and peace of mind. At Giffith & Werner, we are dedicated to helping you navigate the path to a worry-free retirement. With a team of experienced financial experts, we tailor comprehensive retirement strategies to suit your unique goals and circumstances.

We aim to empower you to make informed decisions, ensuring your retirement dreams become a reality. Let us be your partner on this journey, safeguarding your future and enabling you to savor your well-deserved golden years.

Wealth
Management

Wealth management is more than just financial advice; it’s a holistic approach to securing and growing your wealth over time. Our team will craft a personalized investment strategy that encompasses asset allocation, portfolio diversification, and tax optimization.

With a commitment to transparency and ongoing monitoring, we ensure your financial plan adapts to changing circumstances. Trust us to navigate the complexities of wealth management, allowing you to achieve your financial aspirations and enjoy lasting financial security.

Tax
Planning

Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.

Navigating the complex landscape of taxation requires expertise and precision. Our firm has an in-house accounting team that specializes in professional tax planning services to help you optimize your financial situation in a world of ever-changing tax regulations. We will work closely with you to develop a tailored tax strategy that maximizes deductions, credits, and exemptions, ensuring your financial goals are achieved.

Legacy & Estate
Planning

Griffith & Werner understands the importance of preserving your legacy and securing your estate for future generations. Legacy and estate planning is not just about financial assets; it’s about passing on your values, aspirations, and hard-earned wisdom. Our team is here to offer a helping hand in guiding you through the intricate process of crafting a comprehensive plan that ensures your wishes are honored. Throughout this process, we will keep your family dynamics in mind. With the help of our team, you can be confident that your legacy will endure, providing a lasting impact for generations to come.

Our Firm

At our firm, your portfolio is managed by our in-house team with years of financial experience. We give each and every client the time and attention they deserve.

Our Testimonials

“Very professional and friendly. Always respectful of my questions. Plain and simply put partnering with Griffith & Werner was the best financial decision I’ve ever made.”

Steve

Our Process

We follow a five-step process to create your financial plan. We intimately understand your short and long-term goals and take an active approach in helping you pursue them.

YOU’RE NOT JUST A NUMBER, YOU’RE FAMILY

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