Wealth Management
Evolved
We believe planning and investing can add to your peace of mind.
hero-photo02
hero-photo01
Father playing with son in pool

What to expect from our process

The Freedom of a Strong Foundation

Finances touch almost every part of our lives. Which can be stressful if it isn’t managed. But with a team that understands your goals, your finances can be a source of freedom. To effectively learn your priorities, align on the path forward and continue toward the future you envision, we’ll leverage a process that’s been informed by over 20 years of advising experience.

  • 1 Discovery Meeting

    Our aim is to learn about you and your goals - both financial and personal while also sharing our unique offerings, investment strategy and scope of wealth planning. Then if you and our team both agree we are ready to move forward, we take what we've heard and customize a plan for you.

  • 2 Get a Custom Plan

    This is where we take what we learned from the discovery conversation and create a plan specifically for you. We customize your investments and your plan based on various factors - such as your risk preferences, time horizon, objectives and existing investments.

  • 3 Live a Life of True Wealth

    Once you’ve signed on, our team is now your team. We’ll work to support, communicate and coordinate with you and with your tax and legal advisors. Making the process as seamless as possible. We value all aspects of your life. And once you’re a client of Gryphon Wealth, we’re here to make these things easier so you can go enjoy life more freely.


Schedule Your Discovery Meeting

home-photo01
seal

Not Sure What Step To Take?

Like the legendary gryphon, we’re here to help protect what is most valuable to you - your assets, your dreams, your lifestyle. The gryphon has stood as a symbol of protection throughout time, and in the same way, we’re here to help safeguard your treasures for generations to come. So, whether you don’t know where to start or want to discuss how we choose our options, we’re ready to guide you forward.

Take Your Next Step

What Makes Us Different

Intelligently Crafted For You.

Gryphon Wealth helps successful individuals and families navigate life’s major transitions by bringing clarity, confidence and simplicity to complex financial decisions. We bring together your full financial picture and build a strategy around the life you’re living and the future you’re building.

Your investments are hand-picked. Your wealth plan is personally crafted. And you can rest assured that our team is aligned to support your life. Working with Gryphon Wealth means enjoying a seamless experience - from investing to day-to-day support.

icon01
We consider the same investment options for our own portfolios.
icon02
We use market research and in-house expertise to choose companies we believe will perform.
icon03
We answer your call, with a team ready to support you - beyond the numbers.
home-photo03 home-photo04

Practical Advice. Real Results.

What makes Gryphon Wealth truly different from other advisories is our in-house expertise. While other firms outsource their planning and investment management, our in-house approach allows us to be more nimble and tailor our recommendations to our clients’ individual needs.

Meet the whole team, and learn how each member contributes to our one-of-a-kind experience.

195+ years of combined experience in the financial industry

Gryphon Insights

  • One Year, Three Buckets, One Big Test
    Education Corner   -   08.26.26

    One Year, Three Buckets, One Big Test

    From the tariffs to today: what worked, what didn’t, and why we tweak Tariffs shook markets last year. Here’s a check on how the three-bucket framework held up. The real test wasn’t returns — it was whether the framework kept…

    Read More

  • 1776’s Other Bestseller
    Readings & Musings   -   08.17.26

    1776’s Other Bestseller

    Netflix asks if the American experiment still works. Here’s the story it left out, and why it matters to your wealth plan. Netflix’s “The American Experiment” premiered in June, timed to the country’s 250th birthday, and centers on the Declaration…

    Read More

  • The Exponential Convergence: Why This Technology Revolution Is Different
    Readings & Musings   -   07.14.26

    The Exponential Convergence: Why This Technology Revolution Is Different

    And why being right about the technology still doesn’t mean being right about the price I’ve seen this before: Cisco was right about the internet and still took 25 years for its stock to recover Seven technologies — LLMs, agentic…

    Read More

    Make Way For a Life of Adventure.

    We’re invested in helping you live life to the fullest beyond just wealth planning. We love to host fun gatherings and connect with you outside of the office, checking up on you and your family's adventures.

    Take The Next Step

    home-photo05 https://gryphon-wealth.com/wp-content/uploads/2024/02/home-photo06.jpg
    Scroll Up
    Gryphon Wealth

    Contact Us

    info@gryphon-wealth.com

    Main: 904.450.5330
    Fax: 904.450.5331

    Location

    4600 Touchton Road E
    Building 200, Suite 110
    Jacksonville, FL 32246


    Investment and Insurance Products are:

    • Not Insured by the FDIC or Any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

    Gryphon Wealth, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name.