Tempe, AZ Office
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Graystone Partners Wealth Management, LLC
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About
Graystone Partners Wealth Management provides discretionary wealth management, financial planning and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, foundations and employer-sponsored retirement plans. The firm also offers standalone financial consulting and facilitates estate-document preparation through a third‑party platform.
The firm’s investment approach is informed by Modern Portfolio Theory and tailored to client inputs such as risk tolerance, time horizon and investment policy statements, typically employing mutual funds, ETFs and individual equities. Graystone’s materials disclose it may implement short- and long-term strategies (including option strategies), permit borrowing/margin in client accounts, and may provide limited exposure to digital-asset vehicles allowed by its custodian; it also participates in third‑party program options offered by its primary custodian.
Distinctive operational features noted in the brochure include operating a wrap fee program and participating in LPL-sponsored advisory programs, with the firm sharing program fees and receiving certain platform benefits from that custodian. The brochure also discloses potential conflicts tied to custodial economic arrangements (including a repayable loan to a representative), and highlights less-common practices among peers such as the use of borrowing in managed accounts and the inclusion of testimonials in marketing.
Expertise
Location
1095 West Rio Salado Parkway, Suite 101
Tempe AZ 85281
Advisors at this office
2
Advisors at this office
Jakeb B
Series 66
Tempe, AZ
Graystone Partners Wealth Management, LLC
Jakeb Bowyer is a financial advisor at Graystone Partners Wealth Management, LLC in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent nine years at Select Medical Corporation and five years at Banner Health. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm uses an investment approach based on Modern Portfolio Theory tailored to client risk tolerance and goals, employing mutual funds, ETFs, individual equities, and option strategies.
Jerry G
CFP®, Series 63
Tempe, AZ
Graystone Partners Wealth Management, LLC
Jerry Gray is a CFP® with 34 years of experience in the financial services industry. He is currently with Graystone Partners Wealth Management, LLC, where he has worked since 2020, and has prior experience with LPL Financial, LLC dating back to 2003. Gray also has involvement with several business activities related to investment advisory and real estate. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific factors, utilizing mutual funds, ETFs, individual equities, and strategies including options and borrowing within client accounts.
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