Preserve

Your parents were right, it doesn’t grow on trees. Wealth grows from a lifetime of hard work and often from generations of wise stewardship and thoughtful investments. With all of the history and work that has gone into the creation of individual or family wealth, preserving it is paramount to your wealth management strategy It is no accident that the Gries Financial philosophy begins with ‘Preserve.


Our focus is high net worth families. We understand the complexities of significant wealth. We know what decisions need to be made and we can guide our clients through it all with personal attention and personalized solutions. Our relationships are based on trust, transparency and clarity. You will never wonder about the quality of our strategies or our people. In volatile financial markets there is one thing you can be sure of – Integrity Endures™

  

 

 

 

Grow

Grow your wealth in times of economic strength and limit the negative impact of market downturns. Our strategy is simple, it is our execution that sets us apart. Whatever your wealth management and investment objectives may be, our management team can help you achieve financial security through the right balance of risk tolerance and investment return through asset allocation and diversification. We share your objective of optimizing your wealth and we can help you achieve your goals through:

• Asset Allocation to drive returns and lessen volatility.
• Open Architecture. You can work with ‘Best of Class’ managers
who outperform over complete market cycles.
• Diversification among non-correlated asset classes.
• Fee Based. Our success is dependent on your success.
preserve We do not sell any commission-producing products.