user avatar

William Griffioen

Advisor at Elite Focus Private Wealth, LLC

Updated today
Elite Focus Private Wealth, LLC logo

Firm

Elite Focus Private Wealth, LLC

Location

Chicago, IL

Credentials

CFP®, Series 66

Industry experience

17 years

About

William Griffioen is a CFP® and holds a Series 66 license with 17 years of industry experience. He is the sole advisor at Elite Focus Private Wealth, LLC, where he has worked since 2014. Griffioen is also a licensed insurance professional, maintaining a side activity as an independent insurance broker. Elite Focus Private Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, institutions, and charitable organizations. The firm emphasizes fundamental analysis and a primarily long-term investment approach, offering customized portfolios that may include equities, bonds, ETFs, mutual funds, and third-party managed accounts.

Client services

Based on Elite Focus Private Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Elite Focus Private Wealth, LLC

Wealth management

Fee options

Percentage

$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.90% annually $1,000,001 - $5,000,000: 1.80% annually $5,000,001 - $10,000,000: 1.70% annually $10,000,001 - $30,000,000: 1.60% annually $30,000,001 - $50,000,000: 1.50% annually $50,000,001+: 1.00% annually

Subscriptions

Monthly or quarterly retainer for ongoing financial planning services ranging from $5,000 to $10,000 annually

Other

Fee-only: Financial planning fees: $500 to $5,000 upfront; $5,000 to $10,000 annual retainer (monthly or quarterly invoiced)

Location

Chicago, IL

Most active in

Illinois

Work history

Elite Focus Private Wealth, LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
user avatar

Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
user avatar

Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
user avatar

Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")