Grigg Wealth Management

Grigg Wealth Management is a financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and health care professionals but also prepares returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team focus on money management through key areas of wealth planning. Some of these areas includes, but are not limited to, retirement planning, business planning, legacy planning, risk planning, special circumstances planning, investment management, and cash flow-debt management. GWM utilizes defined programs to deliver consistent value. Programs include, but are not limited to, tax planning, foundational planning, new business start up, etc. Our team has developed a reputation for educating clients seeking to understand personal wealth management and business operations in pursuit of their financial objectives.