Grigg Financial Group

Grigg Financial Group Using our CPA/PFS background, we maximize wealth by focusing on 9 areas of wealth management: invest

Grigg Financial Group, formerly Brian Grigg Wealth Management, is a trusted financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and healthcare professionals but also prepares returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team focus on money management through 9 areas of wealth planning. Some of these 9 areas include, but are not limited to, tax planning, retirement planning, investment management, cash flow-debt management, business planning, and traditional CPA services. Our team has developed a reputation for educating clients to maximize personal wealth management and business operations in pursuit of their financial objectives.

Year-end tax planning works best when you look at all of your financials. And with the OBBBA bringing new deductions, ac...
09/25/2026

Year-end tax planning works best when you look at all of your financials. And with the OBBBA bringing new deductions, accounts and limits, some of these adjustments reward people who act before closing out 2026.

To keep things organized, we’ve grouped the most important items to review into 8 tax and financial planning areas.

https://griggfinancialgroup.com/tax/2026-year-end-tax-planning-tips/

Unfortunately, retirement planning is commonly pushed to the side. Most people can’t tell you how much monthly income th...
09/10/2026

Unfortunately, retirement planning is commonly pushed to the side. Most people can’t tell you how much monthly income they’ll actually have once they stop working. Despite how it may feel, retirement doesn’t come when you’re ready, and the most impactful preparation happens far before it comes.

Here are 5 Retirement Planning Tips You Need to Know:
https://griggwealthmanagement.com/retirement-planning/5-retirement-planning-tips/

If you're a college athlete earning NIL income, the HUSTLE Act is a piece of legislation you should be aware of. It's cu...
08/31/2026

If you're a college athlete earning NIL income, the HUSTLE Act is a piece of legislation you should be aware of. It's currently being considered, and not law yet, but it'd be beneficial to learn about it now rather than scrambling if it does pass.

Continue reading to learn what the Hustle Act actually does, what it would mean for tax planning and more.
https://griggfinancialgroup.com/tax/what-the-proposed-hustle-act-means-for-your-nil-income/

Running a medical practice means playing two roles at once: caring for patients and running a business. As a practice ow...
08/28/2026

Running a medical practice means playing two roles at once: caring for patients and running a business.

As a practice owner, focusing on your patients more than your business’s financial health ends up doing more harm than good. The most profitable practices are the ones that find a balance between these two central roles. Wealth management and financial planning isn’t just about picking stocks.

Here are seven strategies every medical practice owner should consider in 2026:
https://griggwealthmanagement.com/healthcare/7-medical-practice-wealth-management-tips/

After the One Big Beautiful Bill Act (OBBB Act) was signed on July 4, 2025, changes like income tax changes, permanent b...
07/16/2026

After the One Big Beautiful Bill Act (OBBB Act) was signed on July 4, 2025, changes like income tax changes, permanent bracket extensions, boosted SALT deductions and no tax on tips took the forefront. What was overlooked was a renovation of every major tax incentive tied to home improvement, energy upgrades and residential construction.

If you own a home, rent one, or are thinking about renovating, here’s how the changes made affect you. 👇

https://griggfinancialgroup.com/tax/obbb-act-changes-home-improvement-tax-credits/

Depending on where you live, you could be giving anywhere from 5 to 14 cents per dollar you earn. A couple of cents may ...
06/17/2026

Depending on where you live, you could be giving anywhere from 5 to 14 cents per dollar you earn. A couple of cents may seem insignificant, but over your career, it can amount to hundreds of thousands of dollars.

Let's take a look at each state's tax burden and what it means to see where your state stands:
https://griggfinancialgroup.com/tax/tax-burden-by-state/

HSAs were designed to help Americans save money on healthcare, but qualifying was always difficult. The One Big Beautifu...
05/29/2026

HSAs were designed to help Americans save money on healthcare, but qualifying was always difficult. The One Big Beautiful Bill Act, signed into law on July 4, 2025, changed that by rewriting the rules in a way that simplifies the qualification process, helping more Americans qualify and save meaningful amounts on healthcare.

Learn about the 3 changes made to HSAs and how you can benefit: https://griggfinancialgroup.com/tax/obbba-hsa-tax-savings/

Address

3111 Camino Del Rio North, Ste 430
San Diego, CA
92108

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Grigg Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Grigg Financial Group:

Shortcuts

Share

Category