|Working in conjunction with our Investment Management division, Gries Financial’s Wealth Management team partners with clients to develop a customized plan that comprehensively addresses issues around their financial future. In addition, Wealth Management also partners with institutional clients, particularly endowments and foundations, to address the complex issues specifically relevant to these constituencies.|
|Where appropriate, Gries works directly 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:
These customized services are provided on a fee-only basis in order to ensure the objectivity of the advice rendered.