Griffith & Werner, Inc.

Griffith & Werner, Inc. is a registered investment advisor specializing in personalized portfolio management and financial planning services. Established in March 1983, the firm aims to assist clients in achieving financial stability and independence. Their investment strategies focus on designing portfolio allocations using a mix of equity, fixed-income, mutual funds, and ETFs tailored to clients' risk tolerance and investment objectives. For portfolio management, Griffith & Werner charges an asset-based fee not exceeding 1.5% annually, with a minimum initial investment of $500,000. The firm offers discretionary trading authority on managed accounts, allowing them to execute transactions without prior client consent. Clients have the option to impose restrictions on securities trading. The firm also provides investment consulting services, financial planning, and portfolio monitoring through third-party money managers. Griffith & Werner does not engage in class action lawsuits on behalf of clients and does not vote client proxies. The firm's advisors are licensed insurance agents, potentially earning commissions from insurance product sales. Overall, Griffith & Werner emphasizes a disciplined approach to wealth management, focusing on long-term goals and risk management while acting in the best interests of their clients.