Let life with wealth be a both | and adventure.
At Griffin Black, we understand that managing your wealth is not just about making smart financial decisions, but also about living a life that aligns with your values and goals. As a seasoned wealth management firm, we believe that financial planning should be a personalized experience that holistically addresses the emotional, intellectual, and instinctual aspects of your financial life.
Our Approach
We offer a three-step approach to help you achieve your financial goals. The first step is The Whole of You, where we work with you to understand your personal values, goals, and aspirations. This is followed by The Dynamic Wealth Journey, where we help you create a comprehensive financial plan that integrates your intellectual and instinctual perspectives. Finally, we facilitate a Connected Partnership, where we work closely with you to implement your plan and make adjustments as needed.
Services
Our services include financial planning, investment management, tax planning, cash flow management, insurance planning, and debt management. We also offer tailored solutions for young investors, entrepreneurs, and professionals. Our team of experts is dedicated to providing personalized guidance and support to help you achieve your financial goals.
Meet Our Team
Our team is comprised of seasoned professionals with diverse backgrounds and expertise. Our team includes Jane Beule, Founder & CEO, Manju George, Chief Compliance Officer & Director of Operations, Jon Hsu, Wealth Management Specialist, Terrence Palazzolo, Lead Wealth Advisor, Kyla SyCip, Paraplanner, Griff Coleman, Technical Operations, and Francesca Vyvyan, Technical Operations Associate.
Financial Knowledge
We believe that financial knowledge should be easy to understand and relevant to you. We offer a range of resources, including our blog, which provides insights and tips on various financial topics.
Contact Us
If you're ready to take control of your financial life, we invite you to contact us. Our office is located at 702 Marshall St. Suite 411, Redwood City, CA 94063, and you can reach us at (650) 368-5785 or (650) 989-6766. You can also connect with us on Facebook and LinkedIn.
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