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    GK Wealth Management - Griffin Kirsch Founder & Owner Financial Advisor

    GK Wealth Management

    (3 reviews)

    Downtown

    All in all, this was not only not a good fit personality wise but several ethics choices that were…read moreconcerning as well Too many times we were in the uncomfortable position of hearing Griffin share stories he would always admit jokingly that "he shouldn't really be telling us" about other clients of his and their investment /money choices. We couldn't help but wonder if he did this with others if he was sharing our details with his other clients as well. We had several issues during our time as clients here. Some small and others much larger. We are still paying for mistakes that were made such as tax ramifications because our account wasn't listed correctly with charles schwab. Its cost us time and money to investigate the several issues and we truly never knew how unprofessional the services were until we transferred to a different person and wow what-a difference actual experience, knowledge, and professionalism make. The personality of Griffin came off as the stereotypical- very "frat bro". As a person that may be the type of person that can be fun but as someone managing your money, supposed to be advising you on big decisions and helping plan for you future- the oh sorry i forgot, dont worry lax attitude but always wanting to talk ping pong, golf, and boast about all his "tesla clients" was not appreciated by us. We always left meetings/calls with more questions than answers and had to constantly check in and remind him of action items in his court not to mention repeatedly ask for responses. We were also very disturbed to find put he actually has others that are being trained under him working on his clients but that arent listed as his official team and not being transparent about them having access to our account info. These other "employees" ranged in different states not just nevada to make matters worse" There were several items he told us that Charles Schwab had Messed up on but after a lot of time we had to spend cleaning up the mess, it was very clear to us and the Charles schwab team that it was mistakes done by him. We are now with someone who is night and day difference. He answers all our questions, is organized, follows up, is extremely knowledgeable and doesn't just guess, AND comes to us with ideas.

    Griffin and his team are very knowledgeable. They saved me hundreds of thousands on taxes last year…read moreby recommending tactics I didn't even know existed in my own industry. Highly recommend using their knowledge.

    Ochsner Insurance - homeinsurance - Updated May 2026

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