A complete list of active advisors currently associated with Graystone Partners Wealth Management, LLC
Warmer can help you find a great advisor at Graystone Partners Wealth Management, LLC or one who fits your needs even better.
Graystone Partners Wealth Management, LLC is an SEC‑registered adviser that provides wealth management, financial consulting and retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, foundations and employer‑sponsored retirement plans. The firm manages approximately $297 million in discretionary assets, serves roughly 581 clients with a three‑adviser team, and delivers investment management alongside standalone financial planning and retirement plan consulting. The firm applies a Modern Portfolio Theory framework and uses discretionary portfolio management, employing mutual funds, ETFs, individual equities and third‑party model/manager programs offered through LPL Financial (including Manager Access Select, Model Wealth Portfolios and Optimum Market Portfolios). Graystone’s brochure discloses that it may implement option strategies and margin borrowing, may use separately managed account structures that involve borrowing, and may provide advice or access to digital‑asset vehicles permitted by the custodian. Graystone operates a wrap fee program and discloses participation in LPL’s sponsored programs and related revenue‑sharing arrangements, and the brochure also notes the use of client testimonials in advertising. Representatives are dually registered with LPL and are licensed insurance producers; the firm discloses receipt of economic benefits from LPL (including a repayable loan to support succession planning), which the firm notes as a potential conflict of interest it manages under its fiduciary and compliance policies.
To learn more about the advisors currently working at Graystone Partners Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tempe, AZ
| 1
| |
Arvada, CO
| 24
| |
Tempe, AZ
| 33
|
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