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Client Centered

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.


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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

What We Do


Investment Strategy & Wealth Management

Estate Planning

Retirement Planning

Risk Management & Insurance Planning

Employee Benefits


OUR TEAM IS YOUR TEAM

William A. Griggs, ChFC, CLU

Financial Professional, Retirement Planning Specialist

(262) 877-3331

William.Griggs@equitable.com

Bill formed Griggs & Griggs in 1982, with his father John D. Griggs after graduating from Loyola University. Bill has 40 years of experience providing Financial Planning, Wealth Management, and Estate Planning. Bill is a Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU). He holds FINRA series 6, 7, 63 and 65 registrations as well as Life, Accident & Health Insurance licenses.

AR license #329544

James W. Griggs

Financial Professional

(262) 877-3303

james.griggs@equitable.com

Jim joined Griggs and Griggs in 2013. He graduated from Robert Morris University in Chicago earning a B.B.A. with a major in Management. Jim is the third generation of the Griggs family in the Financial Sevices Industry. He holds FINRA series 6, 7, 63, and 65 registrations and Life Health Insurance licenses.

CA license #4108745

John R. Griggs

Financial Professional

(262) 448-3705

john.griggs31@equitable.com

John joined Griggs and Griggs in 2015 after playing professional hockey. He graduated from the University of Alabama in Huntsville earning a B.B.A. with a major in Finance. John is the third generation of the Griggs family in the Financial Services Industry. He holds FINRA series 6, 7, 63 and 65 registrations and Life and Health Insurance licenses.

CA Insurance Lic. # 0M50242

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.

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Calculators

A host of financial tools to assist you.

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Articles

Educate yourself on a variety of financial topics.

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Presentations

Financial Presentations to keep you in the loop.

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Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

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Glossary

Financial terms from A to Z.

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Our Office

Twin Lakes Office:
150 Lance Dr Twin Lakes
WI 53181

Phone: (262) 877-3300


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