Achieving financial independence and reducing financial stress requires holistic planning and a trusted advisor to guide you. At Graypoint, we take a comprehensive approach to financial counseling and wealth management, aligning your wealth with your goals and providing you with peace of mind surrounding your financial situation.
Whether you’re just beginning to accumulate wealth, approaching retirement, transitioning ownership of your business or planning for your legacy, our team adapts to meet your needs at each stage. We provide customized financial advice which may include serving as your personal “CFO.” When acting in this capacity our goal is to implement and execute upon the planning we deliver saving you time and ensuring all decisions are coordinated across your entire financial life.
Graypoint’s clients often have substantial wealth and financial complexity due to factors like business ownership, stock or incentive-based compensation, private investments, generational wealth planning, philanthropic endeavors and complex tax considerations. With an expert team that includes attorneys, CPAs, CFAs, and CFPs, we provide the resources, experience and dedication to support you and your family through all financial phases.
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Each service area is interconnected, providing a holistic approach to your financial life and a roadmap for achieving your goals over time.
Whether you’re navigating complex compensation packages or planning for retirement, we provide guidance at each stage.
Our tax planning services evolve with you, from managing early investments to complex tax strategies later in life.
Graypoint supports you in structuring and updating your estate plans to adapt to life’s changes and ensure your legacy is protected.
Our investment planning services grow with you, from early wealth accumulation to sustaining your legacy.
Cash flow planning adapts with you, helping you make confident decisions today and in the future.
Insurance needs change as you move through life’s stages, and Graypoint’s approach adapts to ensure comprehensive coverage.