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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Grigg Rauma Group
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Merrill Lynch
Wealth Management
We are committed to providing our clients with a high quality wealth planning experience. We endeavor to help our clients reach their financial goals, while making the complexities of wealth management easy to digest.
The Grigg Rauma Group
Welcome
We at The Grigg Rauma Group endeavor to create an exceptional client experience, from generational wealth planning to personalized investment management. We work with our clients to encourage a different mindset - one which focuses on finding value in the market, rather than the product focused sales pitch found in so many other practices.
In a world marked by conflict and change, we look to bring consistency and confidence into our clients lives. With almost 50 years of combined experience, we have developed a keen instinct for solving problems. We pride ourselves in our ability to adapt and overcome obstacles, continually refining our methods all in a quest to help you. Utilizing our diverse strengths and experience, we offer a true “one-stop shop”, whatever the financial need.
Committed to Excelence
If you take a peek into any of your local financial advisors offices, what are you most likely to see? Typically you will find a single client associate, servicing several financial advisors. We prefer to do things differently. We utilize a 3-tiered team approach, assuring each and every client is served by at least three professionals.
The GRG path to excellence is to serve clients with a investment manager, a relationship manager and at least one client associate.
We look at wealth management much like building a skyscraper. Your relationship manager is your architect. They will work with you closely to design a financial architecture that protects your aspirations, while withstanding outside pressures like - inflation, market volatility and taxes. Your investment manager is much like the general contractor. It is their job to choose the materials that go into the building, bringing the architects vision to life. Finally you have your client associate, who like all administrative staff, is the lifeblood that keeps the wheels turning standing by to help with any and all administrative needs.
A Rules Based Approach
Until the early 1970's, there was a large discrepancy between the way institutional investors and retail investors operated. Till this point, the average American investor held a few, cherry picked domestic stocks. Meanwhile, institutional investors had access to large funds spread out over hundreds of stocks, from dozens of countries, grouped together in "mutual" categories. These Mutual Funds allowed institutional investors to structure their portfolios carefully weighing acceptable levels of risk against their expected return.
Then, in 1974, everything changed.
John Bogle, the founder of Vanguard, opened The First Index Investment Trust. This fund allowed mom and pop investors to own the entire market, and people loved it. By 1980, 5.7% of households held shares of mutual funds. Today that number has risen to over 45%.
Here we encounter Rule #1 of the market. "Where capital is most abundant, value is least." Said another way: If you do what everyone else is doing, you're going to get what everyone else gets. Only by changing our paradigm can we seek out the value in the market.
It is type of thinking that leads our rules-based approach to the markets. Regardless of size, we apply the same disciplined approach to each and every client. It is the GRG Signature.
You can choose to delegate the investment management of your portfolios to Leslie Grigg. Once we have confirmed your investment objective, time horizon, risk appetite, and liquidity needs, Les will design a tailored portfolio built to meet your specific investment objectives. Granting him authority allows him to respond quickly to market changes, helping your portfolio stay on track. To help you keep track and assess performance; you will receive monthly statements, quarterly summaries, and annual performance updates. In addition to the written correspondence, we sit down in person with each and every one of our clients annually to review the portfolio.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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