San Diego Office
3111 Camino Del Rio North
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.
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Personal Wealth Management Strategies Tailored To Your Family's Needs
As a strategic experienced wealth advisor, I can help take the mystery out of preparing for today and tomorrow. 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.
As a financial planning professional, I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.
Take care of loved ones with detailed estate planning.
A sound financial roadmap is just the start.
Financial advice for every situation.
Our Experienced Team Can Help!
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