Billy Griggers Wealth Management

Wealth Management is the consultative process of meeting the needs and wants of clients by providing the appropriate financial services and products.

Our goal is to assist the client in identifying their most pressing concerns and aiding them in finding the solution that best fits their particular situation. From a client???s perspective, wealth management is simply the science of managing and/or enhancing his or her financial situation. Any and all of these actions may be accomplished with the appropriate financial plan. Once the plan is established, then our organization will be responsible for monitoring the process and reporting back to the client on an ongoing basis as to whether we are moving toward their goal.