ALBANY, NY, January 22, 2025 – Graypoint LLC (Graypoint), a leading independent financial advisory firm in the Capital Region of New York, is excited to announce the launch of its new website. The launch coincides with the fifth anniversary of the 2019 merger of predecessor firms, Bender Lane Advisory and Hugh Johnson Advisors, and illuminates significant growth over this timeframe. Graypoint has surpassed $4.0 billion of client assets under management and 70 team members, representing an increase in assets of approximately 300% and a more than doubling of its professionals. Since Q4 2022, Graypoint has attracted six experienced advisors, fourteen financial planners and five support staff, among other key hires.
The new website highlights Graypoint’s unwavering commitment to its culture of excellence and the sophisticated planning and investment advice provided to its 700+ clients. “I’m extraordinarily proud. We are building something very unique which few firms in our industry, especially at our size, are doing. The advisory capabilities to serve clients across the wealth spectrum are impressive and continue to expand,” said Daniel Nolan, CEO & President. “Our new website is the result of a yearlong partnership with Upside Collective, a leading Capital Region graphic design, web development and marketing firm. I would like to acknowledge Brendan Casey, President of Upside Collective, for his team’s extraordinary work and creativity.”
The continued evolution of Graypoint means seeking ways to provide new, value-added services to its current clients, and finding ways to reach prospective clients. One such example is a newly-launched workplace financial counseling service targeted to executives of businesses. There is an increasingly compelling value proposition for companies to sponsor comprehensive financial planning services for their senior executives. Greater demands on executives’ time, more complex compensation plans, an evolving tax and regulatory landscape, volatile financial markets and looming concerns around retirement are several reasons why companies adopt this benefit for their leadership teams. Ultimately, differentiated benefits attract and retain top talent during tighter labor markets, bind executives closer to a firm’s culture and provide a better understanding of the wealth creation opportunities at the company. Graypoint has a proven track record of counseling business owners and corporate executives. You can read more about this new line of business on the Graypoint website.
Graypoint’s website will be updated regularly with client resources, news and other valuable insights and information. Visit graypointllc.com to learn more about the company’s services.
Media Contact:
David Sperry
Senior Vice President
Tel: 518.641.6860 | dsperry@graypointllc.com
About Graypoint LLC. Based in Albany, New York, Graypoint LLC is an independent registered investment advisory firm that serves families and organizations across the wealth spectrum. It provides comprehensive financial planning and tax advice, in addition to investment management to help clients define and achieve their financial goals. Graypoint also provides fiduciary advice and investment management to nonprofits. In aggregate, Graypoint manages over $4 billion on behalf of 700+ clients. For more information, visit www.graypointllc.com.
Source: Graypoint LLC