A complete list of active advisors currently associated with Gray Private Wealth, LLC

Warmer can help you find a great advisor at Gray Private Wealth, LLC or one who fits your needs even better.

Gray Private Wealth, LLC provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations, foundations and charitable organizations. Services described in the brochure include tailored portfolio management, tax and retirement planning, cash‑flow and education planning, consulting engagements, and the sourcing of third‑party alternative investments such as private equity interval funds. The firm develops individualized Investment Policy Statements and typically implements strategic asset allocations using mutual funds, ETFs, separately managed accounts and third‑party sub‑advisers, with ongoing quantitative and qualitative due diligence and periodic monitoring. GPW generally manages accounts on a discretionary basis, emphasizes long‑term after‑tax, risk‑adjusted returns, and will use sub‑advisers or alternative investment vehicles when suitability and liquidity criteria are met. The brochure discloses a formal affiliation and solicitation arrangement with the accounting firm Gray, Gray & Gray LLP, including reciprocal recommendations and a referral compensation arrangement that the firm discloses in Item 14. It also notes advertising practices that include hypothetical performance and the use of endorsements, and discloses custody practices (including standing letters of authorization) that can result in the firm being deemed to have custody and subject to surprise examinations.

To learn more about the advisors currently working at Gray Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.