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    • A FEW WORDS ABOUT US

      We here at Griffis Wealth Management specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • GRIFFIS WEALTH MANAGEMENT BLOG

    • People crave guaranteed income in retirement, but they cringe at the mention of the word “annuity.” That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. The appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having guaranteed income to supplement what they’ll get from Social Security, according to market researcher Greenwald & Associates and CANNEX, a company which provides annuity-related services to financial institutions. Survey [...]

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      Annuities: Part I

      December 6, 2017

      In today’s volatile climate, investments seem to be wading in uncertain waters.  Even one-time solid choices like blue-chip stocks are swimming in rough seas.  Because of this, investors sometimes examine a myriad of possibilities to secure or help their money grow. So what are annuities?  They are products that take the form of insurance contracts.  How do they work?  Essentially, the investor gives an up front amount or periodic payments to the insurance company.  In return for the payment/s, the insurance company allocates the investor an income.  The income can be deferred, [...]

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