The Pilot Approach

Although our practice is primarily divided into two groups, a common thread serves as the foundation for every relationship- client education. We strongly believe in teaching clients along the way, enlightening them about certain strategies and products, and coaching them on how to make well informed decisions. As challenges lie ahead, we take pride in navigating our clients through financial turbulence.

Most of our clients are retirees or baby boomers nearing retirement. Just like you, they have worked long and hard to build up their nest eggs and look forward to spending more time with family, enjoying a new hobby, or traveling to new places. Our goal is to create sound investment plans for Our clients seeking to:

  • Have a dependable income stream throughout their retirement.
  • Transfer assets to loved ones.
  • Address health care/long term care needs.

 In today’s ever changing markets, it is not prudent to leave your financial future on autopilot. Start working with an insightful, articulate, and passionate advisor that will care about your assets more than anyone else without your last name.

Proud to work with a nationally recognized teammate

At The Gryphon Group, we are very proud that Financial Advisor Ryan Griego has received the Forbes Best-In-State Wealth Advisor Award in 2022, 2023, 2024, and 2025, as well as AdvisorHub Advisor to Watch in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Ryan!

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Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.

If talking about money is difficult for you, “Twelve easy conversations about money” can help. Direct message me to receive your copy.

As you wrap up the year, take time for an annual financial review. Acknowledge your achievements and set goals for 2026. Call me with any wealth planning or investing questions.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

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