A Legacy of Service

Our commitment to legacy extends beyond wealth management—it includes how we invest in the people, places, and causes that shape our lives.

Giving back is a natural extension of who we are and the values that guide our work every day.

Whether supporting educational programs, mentoring the next generation of professionals, or lending our time and resources to local nonprofits, we believe in the power of showing up. As a multigenerational, women-led team, we are especially passionate about initiatives that uplift women, families, and underserved communities.

Griffith Financial Group of Wells Fargo Advisors | 2070 E. Walnut Street, Suite 101 Lake Charles, LA 70601

Local Roots, Real Impact

We focus our outreach efforts where they matter most—right in the communities where we live and work.

Financial literacy workshops for women and young adults

Local drives supporting schools, disaster relief, and healthcare workers

Mentorship programs for rising advisors

Purpose Beyond Planning

We often tell clients, “Your wealth is only as meaningful as the impact it makes.” That’s why we’re just as intentional about giving back as we are about managing wealth.

Understanding the strengths of women investors

Women comprise more than half of the U.S. population1, but no two women are the same when it comes to managing their money. When Wells Fargo surveyed investors, women were optimistic about their ability to achieve short- and long-term investment goals and have become increasingly assured that the stock market is a good place to invest. We also found that women investors are more likely to work with an investment professional and more inclined to stick to their investment plan.²

1 U.S. Census, 2020: Women were 51% of the U.S. population.

2 Wells Fargo/Gallup Investor and Retirement Optimism Index, February 2021. Results for this Wells Fargo/Gallup Investor and Retirement Optimism Index are based on a Gallup Panel™ web study completed by 1,536 U.S. investors, aged 18 and older, from February 8 to 16, 2021. This quarter’s poll includes an oversample of Black and African American investors, resulting in a total of 573 Black and African American investors included in this survey. For this study, the American investor is defined as an adult in a household with stocks, bonds, or mutual funds of $10,000 or more, either in an investment account or in a self-directed IRA or 401(k) retirement account.