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Some Griffin Black clients have multi-million dollar portfolios as well as significant non-financial assets. Others are young professionals just beginning to build an asset base. The absolute size of their portfolios, therefore, is not a distinguishing characteristic of our clients.

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What Griffin Black clients do have in common is a dedication to personal growth and a willingness – even a drive – to be responsible for their own financial future. Beyond that, their goals and visions for their lives are as varied as their own personalities. Some are looking forward to a quiet retirement in which they can focus on family after years of paying their dues in the corporate world. Others are gearing up for travel and adventure. Still others want to take full advantage of their entrepreneurial opportunities now or help ensure that their growing families will have adequate resources in the future. Whatever their goals, Griffin Black clients have demonstrated a willingness to actively strive for a financial future of their own choosing and have sought out a professional support system to assist them in the effort.

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We welcome clients who have such a vision for themselves – or who would like to develop one – because we see our work as essentially collaborative. We do not simply manage money. We seek to enable our clients to make better financial decisions for themselves and their families, and then we partner with them to help implement those decisions.

 

 

 

 

 

 

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