Greystone Wealth Management LLC

Greystone Wealth Management LLC is an independent, fee‑based registered investment adviser that focuses on individuals and families who are approaching or in retirement, providing discretionary asset management, comprehensive financial planning, and public educational seminars and workshops. The firm reports approximately $7.15 million in discretionary assets across about 25 client relationships and generally requires a $250,000 account minimum, which may be reduced or waived at the firm’s discretion.

The firm tailors investment programs to clients’ goals and risk tolerances, drawing on fundamental analysis, modern portfolio theory and Monte Carlo planning to guide asset allocation and distribution strategies, and it uses a proprietary WISE Blueprint framework to coordinate wealth, income, strategy and estate planning. Ongoing management is billed on an asset‑based basis while standalone financial plans are provided for fixed fees, and client assets are custodied at Charles Schwab with access to Schwab’s institutional services.

Notable distinctions include operating as a solo advisory practice with the firm’s principal serving as the sole adviser and compliance officer, and an affiliated insurance business through which the principal spends about 40% of his time and may receive commission compensation for insurance products — an arrangement the brochure discloses and addresses as a potential conflict. The brochure also discloses a 2017 administrative FINRA suspension involving the principal that was subsequently lifted, and it emphasizes the firm’s provision of no‑charge educational seminars to the public.