Gryphon Wealth

Gryphon Wealth client access gives you a convenient and secure way to stay connected to your financial world - anytime, anywhere. Whether you’re checking in on your portfolio or reaching out to your dedicated advisory team, everything you need is in an easy-to-use app.

What you can do:

• View Account Balance – Get a clear, up-to-date picture of where your wealth stands at a glance.
• Track Investment Values – See the current value of each holding across your accounts.
• Explore Asset Allocation – Access detailed analysis of how your wealth is structured and diversified.
• Access your documents – Retrieve statements, trade confirmations, and important records whenever you need them.
• Secure Document Vault – Safely exchange and store sensitive documents with your Gryphon Wealth team.
• Connect With Your Team – Communication directly with your dedicated advisors, all within a secure environment.

Built with your security and convenience in mind, Gryphon Wealth Client Access brings the depth of a full-service wealth management relationship to the palm of your hand.