A passionate team on a mission.
Griffin Private Wealth is on a mission to provide financial services exclusively to families who have become financially independent and to those who have the desire and ambition to become so.
We are on a mission to change the financial services industry. How so? By providing all the services one requires to build and retain wealth with aligned professionals.
Customers are used to on-demand, easy access services. This is what our Integrated Advisory model delivers.
What sets us apart?
- Our focus on delivering an unbeatable client experience
- We challenge the conventional way of the business of accounting
- We find ways to do things more effectively and efficiently
With decades of experience in the wealth management, financial planning, and insurance fields, the team at WealthCo is committed to delivering a superior customer experience. WealthCo places a great deal of emphasis on our core values and carefully vets new team members to ensure a strong cultural fit.
John Kason
Senior Portfolio Manager
Founding Partner
Steve Hammer
Estate Specialist
Founding Partner
Koltin Chase
Associate Portfolio Manager
Limited Partner
Robyn Caron
Customer Experience
Limited Partner
Josh Meise
Group Benefits
Limited Partner
Mortgage Guy
Credit Specialist
Limited Partner
Join Our Growing Team
We place a great deal of emphasis in ensuring we are recruiting the right team members. An alignment to the our core values is a key to securing the right corporate fit.
Incredible CPA firms and members of the Integrated Advisory Network.
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