A complete list of active advisors currently associated with Parisi Gray Wealth Management, LLC

Warmer can help you find a great advisor at Parisi Gray Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Parisi Gray 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.