Hamilton Gray Wealth Management LLC

The firm provides ongoing wealth management, investment advisory, and financial planning primarily for high‑net‑worth individuals, multi‑generational family clients, and their related entities, including trusts and closely held businesses. It also offers consulting to business retirement arrangements and advises on pension or profit‑sharing plan matters and donor‑advised funds.

The firm acts as a family CFO, coordinating attorneys, accountants, and insurance advisers to integrate investment strategy with estate, tax, and succession planning, and it follows a top‑down, asset‑allocation approach grounded in Modern Portfolio Theory. For implementation it uses diversified, tax‑efficient vehicles and may allocate assets to independent sub‑advisers and separately managed account programs, and it manages accounts on a discretionary basis where agreed.

Noteworthy distinctions include a very small client roster combined with a relatively large asset base per client and a pricing model that relies on negotiated, fixed annual fees rather than the percentage‑of‑assets billing common among peers. The firm’s senior staff bring multi‑family office experience and combined tax, legal, and advanced investment consulting expertise, and the adviser explicitly separates business advisory and administrative services from investment and personal wealth planning in its service model.