Growth often means embracing new opportunities while staying true to the values that got you here. As we take this next step in our family journey, we are proud of where we’ve been, excited about where we’re going, and more committed than ever to the people who have trusted us with their financial futures.
We could not be more appreciative of the relationships we have built at Corebridge Financial, formerly VALIC, and the nearly 40 years of combined service to their institution. They have provided multiple members of our family a place to learn and grow, and helped us become the successful financial practice we are today, and we will be forever grateful for the opportunity that they gave all of us.
Today marks a fresh start that our family is very excited about. Grofsick Wealth Management, a family firm that prioritizes helping other families pursue their financial and personal dreams. At the heart of our new firm is a simple philosophy: everything should start with the client. We have embraced a platform designed to make working with us easy, convenient, and personalized, so we can spend less time navigating processes and more time focusing on what matters most to you.
We are incredibly grateful for the trust you have placed in us and for all of the relationships we built along the way. As we begin this new chapter, we look forward to continuing to serve you with the same dedication and personal attention you have come to expect, while bringing you the added resources and opportunities of our new firm.
The best is yet to come, and we’re excited to share this journey with you and your families.
Rick Grofsick, Founder of Grofsick Wealth Management