Grigg Wealth Management

Grigg Wealth Management is a San Diego-based financial planning and wealth management firm specializing in services for physicians and health care professionals, as well as other individuals and businesses. The firm offers personalized strategies covering retirement planning, legacy planning, investment management, and risk management. Their team focuses on educating clients about wealth management concepts to help them achieve their financial objectives.

Clients can request a consultation by filling out the contact form on the website or by calling the office at 619-592-8779. In-person meetings are available but strictly by appointment only, while the firm also embraces a virtual office model using video conferencing. To stay updated, potential clients can sign up for the GWM eNewsletter for important information and updates.

The firm operates from 3111 Camino Del Rio North, Suite 430 in San Diego, California, and serves clients across many different locations through its virtual office capabilities. They offer a full menu of comprehensive services including tax planning, education planning, and special situation planning for unique life events like disability. Their approach involves creating a strategy tailored to the individual's risk tolerance, time horizon, and specific goals.

The firm utilizes internally created tax and wealth 'programs' to deliver consistent value, such as the Advanced Comprehensive Planning program which discusses eight wealth management issues every six months. For those seeking more intensive support, the Premium Comprehensive Planning program provides first priority over other engagements and more time for planning. Clients can also opt for ala carte planning to address specific topics like stock options or salary planning.

Meeting frequency depends on the engagement type; investment management clients may meet quarterly, semi-annually, or annually, while planning-only clients meet twice to four times a year. During these meetings, the team discusses goals and the specific program chosen, ensuring the strategy addresses the individual situation. The firm acts as a one-stop-shop to remove the need for engaging multiple advisors.

The firm sets a minimum investment amount of $5,000 to begin their services. They utilize a diverse range of investment positions including stocks, bonds, ETFs, mutual funds, and special Separately Managed Accounts. Tax efficiency is incorporated into all areas of the personalized wealth management strategy to help reduce taxes.

Brian Grigg, CPA/PFS, leads the team alongside his staff, who are registered representatives with LPL Financial offering securities and advisory services. The firm is a member of FINRA and SIPC, providing a layer of regulatory oversight for clients. Their mission is to understand client needs and develop strategies designed to address individual situations.

The firm explicitly states that traditional CPA services for tax planning and preparation are provided by their sister company, Grigg Financial Group. This separation allows them to focus on wealth management strategies while leveraging specialized tax expertise from their related entity. They also provide education planning services, including 529 plans and strategies for college funding.

The firm offers specialized services for student-athletes regarding Name, Image, and Likeness (NIL) opportunities, alongside dedicated planning for physicians. They also assist with business planning for owners, discussing financial statements, payroll planning, and pension planning. Special situation planning covers events like weddings and disability planning.

The firm's website includes a client login portal and an LPL login for accessing account information. They encourage clients to check their background on FINRA's BrokerCheck to verify professional credentials. The content on their site is developed from sources believed to be accurate but is not intended as tax or legal advice.

The firm operates on a Monday through Friday schedule from 9:00 am to 5:00 pm, with Saturday and Sunday closed. They emphasize that in-person meetings are by appointment only to ensure quality time with clients. The firm has been operating since at least 2020, as indicated by their CCPA compliance measures.

The firm states that their primary purpose is to help clients develop, implement, and monitor a strategy designed to address their individual situation. They believe in a team approach to help clients maneuver through the complex financial-services world. Their goal is to keep clients on track toward a meaningful and purpose-driven financial future.

The firm provides a privacy policy stating they will not share or sell client information and that their data protection measures are taken seriously. They also offer a web accessibility feature to help those needing assistance navigating the site. The firm invites questions and encourages clients to send an email or call the office if something prompts a query.

The firm's website footer notes that Brian Grigg is a registered representative with LPL Financial, and the LPL representative may discuss securities business only with residents of California. The firm also provides a link to the Form CRS for clients to check the background of their financial professional. They operate under the understanding that the content is for general information and not a solicitation for the purchase or sale of any security.

You can reach Grigg Wealth Management by phone at 619-592-8779.