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Wealth Management

Wealth management services are available through our sister company Grigg Wealth Management.


Wealth Management FAQs

What is Grigg Wealth Management?

Brian Grigg offers investment and wealth management planning advice via Grigg Wealth Management. This is a separate company for legal reasons. See www.griggwealthmanagement.com. We typically complete the tax reporting and manage the investments of our clients.

Are you aware of the many types of retirement plans that we can use as owners or employees?

Yes. We work with them all. The benefit of using GFG is that we have experience in both compliance and investment management (via our sister company Grigg Wealth Management) of all plans. We understand what is needed to start, use, tax advantage of tax benefits from, increase wealth with, and maintain the high compliance standards of all plans.
Some of the common plans we routinely work with are:

Group and solo-401k plans
Mega Back-Door 401k Plans
Defined Benefit Plans
Bundled Defined Benefit Plans and solo-401K Plans
SEP IRAs and SIMPLE IRAs
Traditional and Roth IRAs
Money Purchase Plans
Cash Balance Plans

We will work with you to determine which plan is best for your unique situation.

San Diego Certified Public Accountants