- Estate Taxes
- Tax Services
- Investment ManagementBruce Griffith is President and Chief Operating Officer with over 15 years of experience at AssetBuilder. Bruce’s goal is to play a role in changing the legacy of the financial industry by providing a no-pressure, low-fee, high-quality approach to investment management and giving AssetBuilder’s clients a simple and smart way to invest. His favorite part of his job is the people he works with and the clients he has the privilege of supporting. He is known for developing long-lasting relationships with clients and celebrating with them when they reach goals and milestones.
- Mutual Funds
- Money Market Funds
- Accounting Services
- Payroll Services
- Financial PlanningMoreover, we believe that a financial advisor should deliver substantial value for your investment, a belief reflected in our transparent and competitive fee structure. Our comprehensive services, encompassing Investment Management, Retirement Planning, and Financial Planning, are tailored to meet your specific needs and preferences. We invite you to join us on this journey, working together to shape a future built on mutual respect and shared objectives. Reach out to us today, and let’s build a prosperous future grounded in collaboration and mutual understanding.
- Retirement Planning
- Asset ManagementWe use information about you to provide our asset management services to you, such as managing your investment account. We may disclose this information to third parties as permitted by law, including the outside broker-dealers, custodians, administrators, transfer agents, accountants or attorneys that we need to use to provide our services to you. From time to time, we must give information about our business to regulatory authorities. This may include personal information about you.