It took a tremendous level of dedication and the support of many to get to where you are today. It takes that same level of dedication and support to preserve and grow your wealth so it will be there to help you fulfill your life’s goals. So tell us, what is your story? What is the story of your family? We work hard to get to know our clients and to build trusting relationships. The more we know and understand about you and your goals, the better positioned we are to meet your needs.
Since 1978, Gries Financial has been working with our clients to help them attain their financial objectives. The firm was founded by Sally Gries on the premise that individuals could best improve their financial standing through a combination of wealth management and investment management disciplines.
What are your life’s ambitions? How far will you travel? What legacy will you leave behind? Gries Financial can help you get there with peace of mind and the well-earned financial security to enjoy your journey. Your portfolio is like a fingerprint; yours is completely unique to you and should be tailored to your life and your ambitions. With Gries Financial, there are no set formulas; our process is customized to each individual client to best meet their needs. We will work with you and where relevant, your advisors (attorneys, accountants, insurance agents and others) to create a roadmap that is attainable and understandable.