Griffin and his team are very knowledgeable. They saved me hundreds of thousands on taxes last year by recommending tactics I didn't even know existed in my own industry. Highly recommend using their knowledge.
ABOUT GK WEALTH MANAGEMENT: We are a team of experienced financial professionals – licensed fiduciaries – with expertise in investment management, tax optimization, estate planning and asset protection. Our clients include business owners, working professionals, retirees, and corporations. We assist our clients in the creation, implementation and management of comprehensive, customized, financial roadmaps.
Our loyalty lies entirely with our clients. We are not beholden to any bank, brokerage or insurance company. We have no products to sell - and we eliminate costly ‘middle men’, putting more money in your pocket. As your financial partner, we are adamant about collaboration, involving your CPA and legal team where practical.
