The Griffith Wheelwright Group

Thoughtful, comprehensive, goal-driven wealth management

Many of your most important life decisions involve money. Each decision has an impact on the next one, and on your future. That’s why we believe in comprehensive wealth management – in addition to handling your investments, we provide advice and assistance to help you make smart financial choices. Furthermore, your situation is unique – the right decision for you must be based on what’s important to you. So we begin each engagement by helping you define and articulate your goals – to establish the “why” of your wealth management strategy before we determine the “how.” As a team, we offer the experience, credentials and skills that enable us to provide hands-on, immersive assistance to a select group of clients and families.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Chris and Henry have been managing client wealth together since 2001.

They were both rising stars at UBS before joining Morgan Stanley to form the Griffith Wheelwright Group and both in achieving Senior Portfolio Manager and Wealth Advisor designations.

Chris and Henry pursued further education and received their CERTIFIED FINANCIAL PLANNER™ designations.  Chris also received the Certified Private Wealth Advisor® designation.


They joined Morgan Stanley specifically to offer thoughtful, strategic, comprehensive wealth management services to a select group of clients and families.

    Adding value with every conversation

    To maximize the value of the time you spend with us, we adhere to these principles:



    1. Think about the big picture: we establish and follow a strategy based on your short, medium, and long-term objectives.



    2. Communication is paramount: we ensure that our clients understand all their options, and how it impacts their overall financial picture.



    3. Go the extra mile: We ask our clients for a “wish list” – what do you want your advisor to do? Then we work to exceed it.



    4. Be proactive: Of course we respond promptly to every request, but our goal is to offer advice before you know you need it.



    5. Every relationship counts: We work with a limited number of clients and families to ensure thoughtful advice and impeccable service

      The Griffith-Wheelwright Group Video

      Location

      141 Longwater Drive
      Ste 102
      Norwell, MA 02061
      US
      Direct:
      (781) 681-4983(781) 681-4983

      Meet The Griffith Wheelwright Group

      About Me

      Christopher K. Griffith, CFP®, CPWA®
      Senior Vice President – Wealth Management
      Senior Portfolio Management Director
      Financial Advisor
      A founding partner of the Griffith Wheelwright Group, Chris’ goal is to make a meaningful difference in every client’s life. He brings a consultative approach to both investments and liabilities, pursuing goals like wealth transfer, tax mitigation, charitable endeavors and retirement planning.
      The son of two educators, Chris has earned both the CFP and CPWA designations, and once studied with the head of the Federal Reserve in India.  Chris and his partner grew their practice one conversation at a time, over a 15-year period that included two bear markets, the Great Recession and a devastating financial crisis. Their growth during this time underscores their hard work and commitment.
      Chris earned his B.A. in Economics and Finance at Clark University, where he also played basketball. He earned the Certified Private Wealth Advisor designation through the Booth School of Business at the University of Chicago.
      Outside of his work with clients, Chris most enjoys spending time with his family – wife Erin, and their two boys CJ and Wesley. In addition to a passion around fitness and wellness, Chris enjoys golfing and skiing, and alongside his family is actively involved in several charitable organizations.
      Securities Agent: RI, WI, WA, VT, VA, TX, TN, SC, PA, OH, NY, NM, NJ, NH, NC, MN, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1215637

      About Me

      Henry J. Wheelwright, CFP®
      Senior Vice President – Wealth Management
      Senior Portfolio Management Director
      Financial Advisor
      A founding partner of the Griffith Wheelwright Group, Henry believes in ensuring that every financial decision reflects the short-, medium-, and long-term goals of each client. He starts with a comprehensive, written financial plan, then develops, implements and executes custom strategies covering both investments and holistic wealth management.
      Henry’s interest in finance started at an early age. He was raised in Manhattan, where his mother was a journalist with Money magazine who would bring him to the Stock Exchange and mock investment classes. His style is personal, proactive, and educational. Henry worked at A.G. Edwards and UBS, developing a style that combines the intimacy of a boutique family office with the world-class resources of a large wealth management firm.
      Henry received his B.A. in Economics and Finance from Clark University, where he also pitched for the varsity baseball team. He also earned an Accredited Asset Management Specialist designation from the College of Financial Planning. Henry has also written for The Motley Fool.
      Henry lives in the Squantum section of Quincy his wife Kim and children Olivia and William. He is a trustee of the First Congregational Church of Squantum, and enjoys golf, basketball, working out and running road races.
      Securities Agent: TX, CT, WI, WA, VT, VA, TN, SC, RI, PA, OH, NY, NM, NJ, NH, NC, MN, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CO, CA, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1236380

      About Me

      Emily works with the team to produce comprehensive, written financial plans for all clients. She helps our clients feel comfortable in reaching their financial goals and work towards increasing their probability of success. Emily had worked as an intern with the Griffith Wheelwright group for two years prior to her start in June of 2016.

      Emily received her B.S. in Managerial Economics from Bentley University, where she also received a minor in Finance. She held various leadership positions in her sorority Alpha Phi during her undergraduate years and is now an active alumnus. She is also a member of the French Cultural Center in Boston. Originally from Marshfield, Emily currently resides in the North End neighborhood of Boston.

      NMLS#: 1707736
      Securities Agent: CT, WI, WA, VT, VA, TX, TN, SC, RI, PA, OH, NY, NM, NJ, NH, NC, MN, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CO, CA, AR, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1707736

      About Me

      Nick brings to the Griffith Wheelwright Group nearly 16 years of experience investing in stocks and is a highly experienced options trader. Years of managing risk have given Nick a unique perspective and approach to navigate the markets. His goal is to provide his clients with top notch service and make sure they are aware of every option available for their current situation. Nick excels in tailoring investment solutions for his clients to ensure they meet their financial goals. Prior to joining Morgan Stanley, Nick was a key member in the trading operations group at State Street Bank & Trust where he worked with institutional clients and their portfolio managers to execute investment strategies using currency and equity options. Nick also has a background in real estate development and sales working as a project manager for a residential homebuilder. 

      Nick resides in Plainville Massachusetts with his wife Haley and two daughters, Caroline and Maxine. He enjoys spending time with his family as well as pursuing his health and fitness goals working out at his local CrossFit gym.
      Securities Agent: CT, WI, WA, VT, VA, TX, TN, SC, RI, PA, OH, NY, NM, NJ, NH, NC, MN, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1778293

      About Me

      AnneMarie is committed to exceptional client service and streamlined administration. She was an Executive Assistant at Gillette before joining the Griffith Wheelwright Group; she has been with the team since 2006. AnneMarie lives in Marshfield with her husband and two children. She enjoys family time, reading and travel.

      About Me

      Allyson works with our clients to provide exceptional service and administration for the team. She has more than 25 years of experience in the financial services industry, and worked with Chris and Henry when their team was at UBS. A native of the Boston area, Allyson lives in Braintree with her husband and 11-year-old daughter Mikayla. She enjoys traveling, cooking and spending time with family and friends.
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