Graypoint is an independent financial advisory firm that serves individuals, families, businesses and nonprofits across the wealth spectrum.
Where is your financial journey leading you?
Holistic financial planning is our core. We believe that all wealth has purpose, and we help individuals and families efficiently use their wealth to meet their objectives now and in the future.
Whether you’re planning for retirement, selling a business or establishing an estate, our services cater directly to your and your family’s individual needs across the financial spectrum. Not sure which service is a fit? Get In Touch.
Graypoint offers workplace financial counseling solutions for executives and employees of private and public companies.
Our Nonprofit team provides fiduciary investment advice and consultative services.
