Kirk Walton JD, and Philip Oleson are the founders and Principals of Gryphon Private Wealth Management. Each has had over 20 years experience in the financial services and investment industry. Gryphon is a boutique financial and family office firm located in Idaho that has worked with clients in several states across the country. Our current focus includes the creation and management of Qualified Opportunity Zone Funds.
Reviews (3)
Guy Hanson
Dec 07, 2019
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One of their advisors, Mr. Jack Thomas, is unwilling to provide information about my account. I took the advice of Mr. Thomas and one of the CPAs that works in the firm with respect to securities held in my IRA. The process began last Fall and the transfer has yet to be correctly completed. The individuals are very nice, but their ability to follow through with instructions is extremely poor.
Nicole
Nov 17, 2019
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These people are not worth going to for finance management. Users and fake! Don't trust them! This is in reply to the comment you made... Have you ever heard of remaining anonymous? Online name changing? So don't assume you have had a customer by my name or not just based on my online name. You are bad people with a bad reputation. Karma
Maci Oleson
Dec 17, 2018
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