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Services

 

Red Griffin strives to offer our clients personalized investment advisory services of the highest quality. We seek to make each client's experience both convenient and stress free. See below for a few of the specific services we offer:

Insurance Consultation
Private Consultations

 

1 on 1 time with one of our licensed advisors. Unlike other advisors, we don’t wait until our clients meet with us to ask them what questions they have or what they want to learn about (and charge them for the time!). Our clients are contacted prior to each appointment so that we may prepare material and visual aid customized to what each client wants to discuss and learn about. We understand that our clients have busy lives filled with hectic schedules. 

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Portfolio Management

 

Successful investing requires thorough research, timely trades, and effective hedges just to name a few. When you give Red Griffin the opportunity to manage your retirement or investment portfolio, you get all that and more. As previously noted, Red Griffin never physically takes money from our clients. You keep your own money in the qualified custodian of your choice. We believe in giving our clients the peace of mind of keeping their hard earned dollars and knowing where their it is being invested at all times. You can also count on Red Griffin to monitor your portfolio on a daily basis. Our active hedges greatly reduce the risk of catastrophic loss should your investment or the entire market experience turbulent times.

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Retirement Planning

 

Whether you're 5 or 50 years away from retirement, planning for it is one of the most important but also most seldom done things. At Red Griffin, we use our advanced simulation technology to help you determine exactly how much money you need to invest today to help you attain a comfortable retirement in the future. We also decide which type of retirement account is most suitable for our clients to help them achieve the biggest return while paying the least amount of taxes.

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Tax Strategy

 

Did you know that the "tax free municipal bonds" you hear about on TV all the time aren't actually tax free? Or that you must pay taxes for gains when your mutual fund investment actually contains loses? At Red Griffin, we realize that there is a lot of deceptive marketing that goes on in the investment world. We help our clients separate the facts from fiction and help them determine the best tax strategies to help them maximize their after tax investment return. Our CPA partners are also available to help you answer any or all tax related questions that you may have. 

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Angel Investing

 

Have you ever wanted to invest in a start up company and help grow it to a publicly traded company? Red Griffin is a member of multiple angel investing organizations in Central Florida and travels to entreprenuerial/inventor's conferences around the country. We study the investments, separate facts from exaggerations, and present to you the investments we believe to have the biggest potential.

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Education Savings Plans

 

Did you know that you can prepare for your children's education and get a tax break at the same time? Red Griffin is one of the few wealth management firms with advisors that have experience setting clients up with 529 Plans and Coverdell Education Savings Accounts (CESA). 

© 2022 by Red Griffin Wealth Management LLC. All Rights Reserved.

Red Griffin Wealth Management LLC is a registered investment adviser in Florida. Advisory services are only offered to clients or prospective clients where Red Griffin Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and should not be construed as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment or tax advice for compensation, over the Internet. Past performance does guarantee of future returns. Investing involves risk and possible loss of principal capital. Please visit our disclosures.

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