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 research suggests that couples who communicate regularly about money report greater financial confidence? Shared goals and regular communication are both key.

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In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

Read More

Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

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