Exclusive Services for Select Clients
Some of the most important decisions you'll ever make are those that protect and enhance your wealth. At Griffiths, Dreher & Evans, P.S., we help you define your financial goals and develop strategies to make them a reality.
Our success and experience as Certified Public Accountants combined with extensive education and training in investment management, makes us uniquely qualified to serve clients with complex financial challenges.
We believe in building strong relationships by providing personal attention, superior service and a comprehensive range of
innovative financial solutions. Our goal is to develop a highly personal, long term relationship with a select group of clients, which allows us to provide an exceptional level of service.
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Wealth Management with a Difference
At Griffiths, Dreher & Evans we are different from other investment firms. As CPAs with a special expertise in wealth management, we understand the tax ramifications of your portfolio, and can help you more effectively protect and preserve your wealth.
Armed with a full understanding of your financial objectives, we have the knowledge and expertise to act as your Personal Wealth Management CPA. Our investment representatives are experienced CPAs and Licensed Investment Adviser Representatives, and each has also achieved the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants.
Whether your focus is on portfolio management, estate planning, a tax reduction strategy, charitable giving, insurance issues or trusts, you can rest assured that our counsel and advice will be well researched and relevant to your specific situation.
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