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Obsidian Wisdom
Obsidian Wisdom is a fee-only fiduciary Registered Investment Adviser in Florida focused on tax-smart retirement. It uses a seven-stage framework to place...
Overview
Obsidian Wisdom is a fee-only fiduciary Registered Investment Adviser in Florida focused on tax-smart retirement. It uses a seven-stage framework to place pre-retirees, business owners, and retirees and show what to focus on next. Services range from professionally managed investments and structured guidance to active tax planning and family office-style legacy and wealth transfer planning.
General information
Firm type
RIA
Location
Country
United States
Principals
Dre Griggs
CFP®, Founder
Dre Griggs
CFP®, Founder of Obsidian Wisdom; Author of Wealthy Retirement Wisdom
Frequently asked questions
What is Obsidian Wisdom's investment strategy?
The firm has not published any investment mandate, asset-class preference, or geographic focus in the public domain. Without access to internal documents or a direct relationship, the strategy is entirely opaque to external parties.
Does Obsidian Wisdom accept outside capital?
There is no public indication that the firm accepts external capital. Most entities operating at this level of privacy are single-family offices managing one fortune, but without disclosure, the capital structure cannot be confirmed.
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