Griffin Black, LLC

Griffin Black, LLC

Financial Services

Redwood City, California 130 followers

Let life with wealth be a both/and adventure!

About us

What if the old way of managing money can’t get you where you want to go? Doing money well means bringing all of yourself to the task: a both/and synthesis of your intellect with your instinct. At Griffin Black, we help you do just that. We’re seasoned experts in technical financial matters: investing, tax planning, cash flow, insurance, alternatives, debt management – you name it. We also understand the many ways in which financial outcomes are driven by intrinsic factors, sometimes unconsciously so. We use a proven approach to invite you to integrate your intellect with your instinct in order to make better financial decisions. Then, when you’re ready, we help you apply sophisticated financial tools and strategies that make the most sense for you. The result? Your stress and confusion give way to intellectual confidence. Your both/and focus maximizes your ability to capture and utilize wealth. Your decision making is easier and more effective. And your quantifiable results are stronger than any follow-the-fad strategy could reliably achieve.

Website
http://griffinblack.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Redwood City, California
Type
Privately Held
Founded
2001
Specialties
Holistic Wealth Management, Investment Management, Financial Life Planning, and US-India Cross-Border Wealth Management

Locations

  • Primary

    702 Marshall Street

    Suite 411

    Redwood City, California 94063, US

    Get directions

Employees at Griffin Black, LLC

Updates

  • None of us can foresee the future - and we can't control the markets. However, even in the face of this uncertainty, there are things that we as investors know, as well as principles of successful investing that have stood the test of time. Here are some principles that Griffin Black seeks to put into practice every day: • We seek to construct portfolios that will meet each client’s individual financial and emotional needs. • We invest for the long term. We think that trying to guess whether the market is going to go up or down tomorrow or next week is gambling, not investing. • We pay close attention to the cost of investments. Check out the rest here. https://lnkd.in/eWQbZ_B9 #FinancialWealth #FinancialAdvisor #InvestmentManagement #ClientFocused

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  • Warren Buffet is one of the richest people on the planet. Yet his wisdom extends far beyond the financial. A few years ago, he said: “The problem with love is that it's not for sale. The only way to get love is to be lovable. It's very irritating if you have a lot of money. You'd like to think you could write a check: I'll buy a million dollars' worth of love.” It’s a thought a lot of wealthy people have; and of course, Buffet is right in pointing out that it doesn’t work. The same is obviously true of praise and admiration once you’re no longer around. Earning admiration and earning money are very different kinds of projects. Perhaps this fact is something for all of us to remember as we finish out one year and embark on a new one. #financialplanning #wealthmanagement #WarrenBuffet

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  • Ready to explore all the ways you can grow your wealth? You may be surprised to find out how many kinds of investment opportunities we can help you take advantage of. The following are some of the different kinds of accounts that we help our clients invest in: • ‘Classic’ investment accounts for both individuals and couples • Individual Retirement Accounts (IRAs), either regular or Roth varieties • HSA investment accounts • 529 College Savings accounts Check out the rest here. https://lnkd.in/eWQbZ_B9 #FinancialWealth #FinancialAdvisor #InvestmentManagement #WealthBuildingStrategies

  • What's your personal financial strategy? People sometimes ask us, “How did your clients’ portfolios do last year?” “Which one?” we reply. “The one invested for our 67-year-old client’s ongoing retirement expenses? Or the 92-year-old’s money that he doesn’t need but which is set aside for his kids to inherit some day? Or the 39-year-old entrepreneur’s ‘safe’ money because the rest of his life is all risk and uncertainty?” Each client’s portfolio is different, because each client has a unique set of financial circumstances and life goals. We are here to help you build a portfolio that meets your goals! #FinancialWealth #FinancialAdvisor #PortfolioManagement

  • We believe in building strong, thoughtful partnerships. We work with you to integrate personalized financial strategies, tapping into our network for specialized expertise while ensuring effective follow-through. With our connected approach, we help you manage wealth efficiently, adapt to change, and uncover new opportunities. It’s not just about investment—it’s about creating long-term success together. https://lnkd.in/g3mRk54Y #WealthManagement #FinancialPartnership #ClientFocused

  • What educational background and professional experience does your financial advisor have? Choosing the right financial advisor is about more than brand names—it's about trust, expertise, and a personal connection. Boutique firms often offer experienced advisors who can truly understand your unique needs. Ask about their credentials, experience, and approach to ensure a great fit. A good advisor listens, respects your perspective, and works with integrity. Want to learn more? Check out these frequently asked questions here. https://lnkd.in/dX-EiPpz #FinancialAdvice #ChooseWisely #TrustYourAdvisor

  • This Thanksgiving, we want to take a moment to express our heartfelt gratitude to all of our clients. It’s been an honor to work alongside you, helping you navigate your financial journey and building a brighter future. We’re thankful for your trust, partnership, and the opportunity to work with you all. Wishing you and your loved ones a joyful, relaxing holiday filled with warmth and happiness. 🍁🦃 #Thankful #Gratitude #FinancialPartnership #Thanksgiving

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  • In the wake of the #2024election, it's a great time to reflect on your financial priorities. Whether you're feeling uncertain or optimistic, focusing on what you can control—like revisiting your #financialplan, strengthening your emergency fund, and planning for #taxes—can provide stability. By staying grounded in your values and taking a long-term perspective, you can navigate political changes with confidence. Read more about how to stay proactive with your financial goals. https://lnkd.in/gZTBH2iw

  • November isn't just for Thanksgiving. It's also for making important decisions about your benefits in the workplace. The #Openenrollment period is a necessary time to revisit your employer benefits and make decisions that align with your #financialfuture. From health coverage to retirement plans, understanding your options and the decisions you make today can make a significant impact in the lifestyle you can enjoy later in life. Stay informed and ensure you’re maximizing your opportunities. Learn more here: https://lnkd.in/gkradgEj

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  • For a long time now we've enjoyed high yields on our excess cash. So how do you continue to do so as yields continue to come down? One way is to leverage Flourish Cash -- an account/application that helps you seek out the highest available FDIC-insured rates and automatically invest your cash in them without having to constantly monitor your account or change institutions. It's the best of all possible worlds. Let us know if we can tell you more about it. #cashmanagement

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