About Us
Griggs & Griggs is a 3rd generation firm that helps individuals, families, and business owners build and protect their wealth.
Our Team Is Your Team
We have found that successful people tend to spend 99% of their time and mental energy growing their businesses and enjoying their families. But there comes a time to create a plan to help maximize the value of all that work. Griggs & Griggs’ expertise can help create your plan.
We will help you develop a financial strategy and provide you with guidance on the path to your financial future.
Our Process
We recognize your financial goals reflect your unique circumstances, and those of your family, and/or business. Our team will work with you by carefully assessing:
- Establishing your personal profile
- Gathering your financial information
- Analyzing your financial data
- Identifying your short-and-long term goals to help you reach the dreams you envision for your future
Over 55 Years Combined Experience
Collectively our team has over 55 years of industry experience. We have helped guide family wealth through multiple generations.
What We Do
Investment Strategy & Wealth Management
Estate Planning
Retirement Planning
Risk Management & Insurance Planning
Employee Benefits
Our team is your team
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.WEEKLY MARKET COMMENTARY
Timely newsletters to help you stay current.
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
Our Office
150 Lance Dr Twin Lakes
WI 53181