11500 LAGO VIS E,
Phil Griggs, AAMS
Holistic financial strategies tailored to your goals
My goal is to minimize expenses while investing with money managers to strive to maximize your investment performance.
Relationships are paramount with me and this fact influences every investment decision.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
We 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 your needs, wants, and long-term goals.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.