T. Griffith Wealth Management advises individuals and families of means, foundations, endowments, and business entities in all areas of risk and wealth management.  We are  energetic, curious, and focused markets veterans, making a positive impact on clients' lives via conscious capitalism, rigorous investment screening, and responsible governance lenses.  To that, our group is interested in all things sustainable, responsible, impact (SRI) / environmental, social & corporate governance (ESG) / female & diverse founder-related.  Put simply, we help families and entities to be good stewards of their wealth, carefully and thoughtfully intertwining financial assets with shared values.

Throughout this continuously refining process, we deliver accurate outcomes, helping guide our clients to long-term financial well-being; we leave no stone unturned and work tirelessly to find the right solutions.  This highly-focused and detail-oriented approach to wealth and investment management enables us to gain a trusted understanding of our clients' personal, professional, and testamentary needs.  Equipped with this knowledge and our decades of experience, we collaborate with clients in developing customized strategies to help them make decisions far beyond financial planning.  Dedication, patience, and personal touch help us build strong intergenerational relationships with each family, each trustee, each fiduciary, facilitating overall continuity to long-term objectives.  We are honored to work with clients across the United States.

Our most successful relationships are those in which we act as a trusted and knowledgeable financial quarterback, guiding decisions and streamlining our clients' lives by coordinating with their full team of trusted advisors -- accountants, attorneys, and business managers.

If you would like to learn more about how we can support your continued financial comfort and success, please email terry.griffith@ubs.com.

• Morgan Stanley Pacesetter Award Recipient
• Rotary International Outstanding Member Award
• Boston Five Star Wealth Manager

• Harvard University, Harvard Law School Program on Negotiation
• Purdue University, Krannert School of Management, 1993
• College for Financial Planning, Chartered SRI Counselor & Chartered Retirement Plans Specialist
• NAPA Non-Qualified Plan Advisor Certification
• Smith Barney Portfolio Management & Financial Planning Specialist Programs

• Series 3, National Commodities Futures Representative
• Series 66, Uniform Combined State / Registered Investment Adviser
• Variable Life, Accident, Health, and Long-Term Care Insurance Producer Licensed in MA, NJ, GA, CA (#0M05280)
• Mortgage Loan Originator - NMLS #1630705
• Series 7, General Securities Registered Representative

• Rotary International -- Past President, Rotary Club of Watertown, MA
• Watertown-Belmont Chamber of Commerce -- Past Board Member, Scholarship & Golf Committees
• Massachusetts Freemasonry
• Allen Harbor Yacht Club, Harwich Port, MA -- Past Commodore, Board Member; Chair, Finance & Nominating Committees

CA, FL, GA, MA, NC, NJ, NY, PR, RI, VA