Our focus is on you
You may think your financial life is like everyone else’s—but it’s not. It’s as unique as you are. That’s why we listen before we advise and personalize every wealth plan we create. At Griffith Financial Group of Wells Fargo Advisors, we believe wealth is only meaningful when it supports the life you want to live.
That’s why our focus is on you—your goals, your challenges, your next chapter.
That’s why our focus is on you—your goals, your challenges, your next chapter.
Planning-led, multigenerational team
Whether you’re planning for retirement, thinking about how to pass wealth to the next generation, or simply want to know you’re on solid financial footing, we’re here to help you make confident, informed decisions. We are a multi-generational, woman-led wealth management team based in Lake Charles, Louisiana, with a strategic presence in Atlanta.
Comprehensive Services
We understand that every client is unique, which is why we take the time to get to know you, your family, and your aspirations. Our process begins with an in-depth consultation to understand your current financial situation, goals, and dreams. From there, we develop a customized plan that encompasses personalized wealth planning, investment management, and legacy and estate planning.
Who We Serve
We serve a diverse group of high-net-worth individuals across various industries.
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Educational Resources
Timely, helpful information to help you make more informed financial decisions.
Learn MoreOur Commitment
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
We’re intentionally multi-generational because your wealth plan should outlast any one advisor.
Contact Us
Schedule a call today.
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