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Title: Ryan Griego: Southern Colorado’s Wealth Management Financial Advisor Helping Clients Achieve Their Financial Goals

Ryan Griego: A Personal Approach to Wealth Management As a solo practitioner, he offers a combination of personal relationship management and hands-on portfolio oversight, a distinction in an industry often characterized by team-based management.Ryan’s approach is built around active management and discretionary control over three investment models—stocks and cash—an approach that sets him apart from others using mutual funds or exchange-traded funds (ETFs). "My clients deserve direct accountability," Griego said. "I believe managing both the relationship and the investments allows me to offer a truly tailored experience."Although Griego operates as a solo practitioner, his success would not be possible without the support of his two Senior Register Client Associates, Desiree Avina and Kim Ritchie. With a combined 65 years of experience in the role, both have been instrumental in helping Griego manage the practices of rapid growth and continue to deliver high quality service to clients.Active Portfolio Management: A Key to SuccessGriego's wealth management philosophy emphasizes active portfolio management and staying fully engaged with clients. Unlike many financial advisors that outsource investment decisions or rely on passive strategies, Griego personally manages his clients' portfolios, which are based on stocks and cash. This hands-on approach helps see that clients’ investments are closely aligned with their needs and long-term goals."I believe in active management because it allows me to adapt to market changes and provide clients with a more dynamic approach to wealth management,” Griego explained.Achieving Growth in a Smaller MarketGriego believes that many clients who use passive management realize later on that their portfolios no longer meet their...

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