Parisi Gray Wealth Management, LLC
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About
Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning for individuals, high‑net‑worth clients, trusts, estates, and businesses. Services include customized portfolio construction using mutual funds, ETFs and individual securities, occasional use of independent managers, and ongoing financial planning and consulting.
The firm describes a primarily long‑term investment orientation while employing fundamental, technical and cyclical analysis and rebalancing as client needs or market conditions dictate. Portfolios may include individual stocks and bonds, options and other derivatives, and Parisi Gray may use margin or introduce clients to collateralized non‑purpose lending programs (LoanAdvance) when appropriate.
Parisi Gray reports managing approximately $796 million in client assets, nearly all on a discretionary basis, which represents an atypically large amount of assets per advisor for a team‑category firm. The firm’s use of derivatives and borrowing in managed accounts, its ability to recommend collateralized lending and its advisors’ broker‑dealer and insurance registrations are operational features that can affect how recommendations are implemented and potential conflicts of interest are managed.
Client services
Expertise
Fee options
Up to 2.00% annually (negotiable based on factors including complexity, asset level, and relationship)
Advisory Persons acting in separate capacity as registered representatives may receive commissions and 12b-1 fees for securities transactions and insurance sales; these commissions are separate and in addition to advisory fees.
Account minimum: Parisi Gray generally does not impose a minimum size for establishing a relationship. Fee-only: Comprehensive wealth management fee up to 2.00% annually, paid quarterly in advance, based on market value of assets under management.
Main office
5 Cold Hill Road S, Suite 1
Mendham NJ 07945
Advisors at this office
2
Most active in
California · Florida · New Jersey · New York · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David G
CFP®, Series 66
Mendham, NJ
Parisi Gray Wealth Management, LLC
David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.
John P
Series 63, Series 65
Mendham, NJ
Parisi Gray Wealth Management, LLC
John Parisi Sr. is a financial advisor with Parisi Gray Wealth Management, LLC in Mendham, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Merrill and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a licensed insurance agent offering fixed and life insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach utilizing fundamental, technical, and cyclical analysis, with portfolios that may include mutual funds, ETFs, individual securities, options, and derivatives.
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