Jeffrey Lagusch

About Jeffrey Lagusch

For years, Jeff has participated in endurance sports ranging from marathons to full Ironman distance triathlons. For even longer, Jeff has been working with successful families developing, monitoring and updating wealth management plans. Both disciplines involve many of the same principles – goal-setting, consistency and ongoing attention. Like building a foundation to finish a marathon, looking for Financial Endurance to achieve your family\'s goals begins with planning.Jeff takes a consultative approach with clients to determine where they are and where they want to be in order to identify where any gaps exist. He feels the best way to achieve the success people are looking for is to develop a plan. All clients want their portfolios to grow so they can achieve their lifetime goals. When there is a plan in place, it increases the probability of success. But, plans need continual attention if they are to reflect changing lives and goals. Jeff is diligent about updating plans accordingly and reviewing them regularly with his clients. What Jeff enjoys the most about his role is interacting with clients, hearing their stories, learning about their families and just seeing them live out their goals. The material presented by Jeff Lagusch is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Jeff Lagusch is a Director of Wealth Management at Gryphon Financial Partners. Advisory services are provided by Gryphon Financial Partners, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Gryphon Financial Partners expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Experience

1. Director, Wealth Management

   Gryphon Financial Partners

   Aug 2015 — Present

   The mission of Gryphon Financial Partners is to safeguard our clients\'​ family, business and wealth.We are committed to consulting and guiding our clients through all the transitions of their financial lives — from selling a business to investing to leaving a legacy. Our focused objectives are to preserve the assets our clients worked so hard to acquire. Grow their portfolios. Build on their prosperity. And do it all with discipline, creativity, confidence and unmatched passion.We are Protectors of

Education

• John Carroll University

  Executive in Financial Planning, Certified Financial Planner Course

  2004 — 2005

• Muskingum University

  BA, Busisness

  1993 — 1997

Skills

• Mutual Funds
• Retirement Planning
• Strategic Planning
• Wealth Management
• Investments
• Wealth
• Asset Management
• Finance
• Leadership