Grayson Goulet is an investment advisor representative at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles since 2014, including positions at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a wrap-fee program. The firm manages approximately $1.71 billion in assets, focusing on individualized asset allocations that emphasize value, safety, quality, and risk control.

Gerard Clark Jr. is a financial advisor at Accurate Wealth Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including RJL Financial Group and Global Financial Private Capital, LLC. Clark also serves as president of RJL Financial Group, an investment-related business. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in regulatory assets.