Grygier Wealth Management

Grygier Wealth Management is a dedicated financial services firm with more than 20 years of experience in the industry. Our team is committed to helping you achieve your financial goals and properly plan for retirement. We understand the importance of growing, protecting, and preserving your savings throughout life's journey. With our comprehensive financial planning and investment management services, we aim to provide you with the confidence and clarity needed to work toward your dreams and goals.

Our Services: Comprehensive Financial Planning

At Grygier Wealth Management, we believe that a well-crafted financial plan is the foundation of a successful financial future. Our financial planning services include:

1. Retirement Planning: We help you define and prioritize your retirement goals and develop a customized plan to achieve them. Our retirement planning process covers income planning, social security optimization, and investment strategies tailored to your risk tolerance and time horizon.

2. Investment Management: Our investment approach is designed to protect and grow your wealth. We use a disciplined, strategic process to create a diversified portfolio aligned with your financial goals, time horizon, and risk tolerance.

3. Insurance Planning: We help you navigate the complex world of insurance during retirement. Our insurance analysis covers life, long-term care, and disability insurance, enabling you to make informed decisions that safeguard your financial well-being.

4. Estate Planning: We work with your legal and tax professionals to ensure your assets are transferred according to your wishes, while minimizing taxes and potential legal issues.

5. Tax Planning: We collaborate with your tax professionals to develop strategies that optimize your tax situation, both now and in the future.

6. Money Management: We provide guidance on budgeting, debt management, and cash flow planning, empowering you to make the most of your financial resources.

7. Lifestyle Planning: We help you balance your financial needs and goals with your desired lifestyle, allowing you to enjoy your present while planning for the future.

8. Financial News and Education: We regularly provide updates on the latest financial news, trends, and educational resources to keep you informed and empowered.

Our Team: Dedicated Professionals

At Grygier Wealth Management, our team consists of experienced professionals with diverse backgrounds and expertise. Our lead advisor, Richard "Rich" Grygier, brings over 20 years of financial industry experience, holding a Bachelor of Science in finance and an MBA from Penn State University. Rich is passionate about building long-term relationships with clients and making a positive impact on their lives.

Susan Grygier, Richard's wife and business manager, supports the firm with her extensive background in auditing, investments, corporate accounting, and financial planning. With an MBA and a Bachelor of Science in finance from Penn State University, Susan ensures the firm's operations run smoothly and efficiently.

As a team, we are committed to providing exceptional service, unbiased advice, and tailored solutions to help you achieve financial success and peace of mind.