WEALTH Management

Working in conjunction with our Investment Management division, Gries Financial’s Wealth Management team partners with individual and family clients to develop a customized plan that addresses the many questions of life such as:  When is the proper time to retire?  How much and when to travel? What legacy can be left behind?

In addition, Wealth Management also partners with institutional clients, particularly endowments and foundations, to address the complex issues specifically relevant to these constituencies.

Gries works directly and/or with a client’s advisors (attorneys, accountants, insurance agents and others) to create a plan that provides relevant and clear guidance while mapping out a financial future that is both attainable and understandable. The scope of services involved includes:

• Retirement planning
• Estate planning
• Intergenerational planning
• Tax planning
• Foundation and endowment spending policy
• Charitable gifting
• Education funding
• Family wealth stewardship
• Life changes
• Family gifting

These customized services are provided on a fee-only basis in order to ensure the objectivity of the advice rendered.