CUSTOM WEALTH MANAGEMENT PLANS FOR EVERY SINGLE STAGE OF LIFE.
Grigg Financial Group, formerly Brian Grigg Wealth Management, is a trusted financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and health care professionals but also prepares returns for other individuals and businesses.
Brian Grigg, CPA/PFS, and his team focus on money management through key areas of wealth planning. Some of these areas includes, but are not limited to, retirement planning, business planning, legacy planning, risk planning, special circumstances planning, investment management, cash flow-debt management and traditional CPA services. GFG utilizes defined programs to deliver consistent value. Programs include, but are not limited to, tax planning, foundational planning, new business start up, accounting consulting, etc. Our team has developed a reputation for educating clients to maximize personal wealth management and business operations in pursuit of their financial objectives.
With clients all around the world, we have fully embraced the virtual office. We enjoy working with clients via video conferencing and we have received positive feedback from our clients. However, we offer in-person meetings but by appointment only. If you would like an in-person meeting, please let us know.
