Meet The Team
Our mission is to provide Wealth Management Solutions to help our clients grow, preserve and protect their assets to build long-term wealth, giving our clients the power of financial freedom to achieve their life goals.
Honesty, integrity, professionalism, commitment, reliability, and knowledge are the core principles that guide our actions. These qualities, along with our dedication to providing the highest level of client service, are the building blocks to establishing a trusting, long-term client-advisor relationship.
Our Commitment to Service Excellence
The Bert Griffin Team is committed to building a solid, lasting relationship with our clients. Keeping clients informed is our top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.
Our pride is your success.
We take a team approach to client service
As you know, we have a professional support team available to assist you, and we are highly committed to serving our clients. More information on the members of the team can be seen below.