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

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

The firm provides comprehensive financial planning and investment management to individual clients, including those with higher net worth, and also offers project-based and hourly planning engagements. Deliverables include written or electronic financial plans that cover areas such as net worth, cash flow, retirement and estate planning, tax strategies, insurance, college funding, and business succession planning. Investment decisions are guided by modern portfolio theory with a strategic asset allocation framework, tactical adjustments when appropriate, and a mix of passive and active vehicles to diversify across asset classes and investment styles. Portfolios are managed on a discretionary basis with attention to holdings, liquidity and tax efficiency, and the firm recommends established custodians while generally executing trades on an account-by-account basis rather than in aggregated block orders. A notable difference from many peers is that the firm does not use percentage-of-assets-under-management fees, instead relying on fixed, project, or hourly billing arrangements for its services. The adviser also does not accept third-party compensation for recommendations, does not recommend sub-advisors or participate in wrap or performance-fee programs, and manages a relatively small roster of clients with substantial assets under management.

To learn more about the advisors currently working at Gray Wealth Strategies 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.