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You’ve outgrown fragmented advice

When your picture is complex, business ownership, equity compensation, real estate, a liquidity event, you need one integrated strategy, built by one team, that manages the complexity you no longer want to manage alone.

Schedule Assessment
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CFP® | EA® | CEPA®

Designations on Staff
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Years

Collective Experience
SERVING CLIENTS NATIONWIDE

Most advice has been delivered in pieces.

You have a CPA. You have an investment advisor. You may have an estate attorney. The problem isn’t any one of them. It’s that no one is coordinating across all three, and no one is giving you a complete picture of where you actually stand.

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Taxes compounding quietly

Planning windows close before you know they existed. You find out in April what could have been done in October.

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Investment gains at the wrong time

A portfolio built without tax context generates the wrong gains at the wrong time. Coordination is required from day one. 

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Risks that have never been named

Concentrated positions, key-man exposure, and entity liability. Most clients have never had it mapped in one place. 

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An estate plan for a different you

Drafted once and filed away. As wealth compounds, the documents rarely keep pace. Exposure accumulates silently.

Built for complexity that demands a team.

There’s a point where the fragmented approach stops working, not because you aren’t capable, but because the complexity demands coordination that can’t be replicated without a dedicated, integrated team.

Our team, not four in parallel.

Tax, investments, risk, and estate, coordinated under one framework.

Institutional-grade investment platform.

Access usually reserved for endowments and family offices.

No proprietary products. No house agenda.

Fiduciary duty on all advisory work. Our only obligation is to you.

Custody, compliance & regulatory infrastructure.

Assets custodied through LPL. Boutique service, without boutique risk.

Clarity, not just management.

A complete picture of your finances, and a clear next step.

Built for complexity that demands a team

Business Owners

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Retirees / Pre-Retirees

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A clear process.

We don’t believe in creating urgency. We believe in giving you enough clarity that the right decision becomes obvious on its own.

1

Schedule a 30-Minute Call

No jargon. You share what’s working, what’s not, and what you’re trying to accomplish. We’ll determine whether Greyson is the right fit.

2

Receive Your Wealth Assessment

We review your financial picture and identify opportunities, risks, and areas where coordination could make a difference.

3

Decide If We're a Mutual Fit

If we believe we can help, we’ll explain exactly how. If we’re not the right fit, we’ll tell you that too. No pressure, just honest guidance.

Greyson Integrated Wealth Framework™

Four disciplines. One strategy.

Most firms hand you specialists who operate independently. We integrate tax, investments, risk, and estate into a single framework designed together so every decision reflects the full picture.

CAPITAL ARCHITECTURE · PHASE I

Build the engine.

  • Portfolio construction & asset location
  • Cash flow and liquidity design
  • Institutional & alternative manager access
  • Concentration and diversification policy
  • Rebalancing and drawdown discipline
Read more  ›
RISK MANAGEMENT · PHASE II

Protect what you’ve built.

  • Concentrated position & liquidity risk
  • Business continuity & key-man exposure
  • Entity-level liability review
  • Insurance gap analysis
  • Personal & business risk alignment
Read more  ›
ESTATE & LEGACY ENGINEERING · PHASE III

Decide who, when, and how.

  • Trust structure and titling review
  • Beneficiary and account alignment
  • Gifting and exemption strategy
  • Business succession & buy-sell terms
  • Family meeting and document handoff
Read more  ›
TAX STRATEGY · PHASE IV

Keep more of what you earn.

  • Multi-year projections before December 31
  • Entity structure & compensation mix
  • Charitable and concentrated-stock planning
  • Asset location & loss harvesting
  • Direct coordination with your CPA
Read more  ›

What changes when everything is integrated.

A Call in the fall, not April.

You hear from us before December 31 with specific advice, not a tax bill in April with an explanation of what couldn’t be undone.

Before the offer is signed, not after.

The most expensive mistakes in a business sale happen before closing. We’re engaged in the pre-transaction window, where structure, terms, and estate implications can still be shaped.

Access individual investors don’t get.

Institutional managers and alternative strategies typically reserved for endowments and family offices, opened to our clients through our platform.

Risk you didn't know you had, identified and mitigated.

Concentrated positions, key-man exposure, entity liability, and personal coverage, reviewed together, from the start.

Your family has full visibility.

Your spouse understands the plan. Your children won’t be surprised. The whole picture is handled, coordinated, and current.

Meet your partners.

kevin
Kevin Gray, CFP®, EA®, CEPA®
Partner
Wealth Advisor
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Teresa Russell
Partner
Wealth Advisor
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Brian Sweeney, MBA, CFP®, EA®, CEPA®
Partner
Wealth Advisor

How we work together.

Three fee structures, matched to the scope of work.

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Flat Fee

Flat annual fee. No commissions, no conflicts.

  • Transparent, predictable pricing
  • Planning, not product sales
MOST COMMON
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GROWTH PARTNERSHIP

Assets Under Management

Percentage based fee

  • Investment management
  • Comprehensive ongoing management
  • Coordinated planning
On-Demand Expertise

Hourly Engagement

Flexible consulting. Designed for specific needs.

  • Pay only for what you need
  • No ongoing commitment required
  • Professional consultation as needed
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Questions clients ask before they call us.

I already have a CPA and a financial advisor. What does Greyson do that's different?

We integrate. Most clients have good individual advisors. What they don’t have is one team coordinating tax, investments, and estate as a single strategy. The gap between three good advisors and one coordinated plan is usually expensive. That’s the gap we close.

Because tax exposure drives almost every other financial decision. What to invest in, where to hold it, when to sell, how to structure an exit, when to convert, when to gift. Build the investment plan first and you build it on a flawed foundation. Build the tax strategy first and everything downstream becomes easier and more efficient.

A broker is generally held to a “best interest” standard on transactions. As Investment Adviser Representatives, we act as fiduciaries on advisory engagements, meaning we’re obligated to put your interests ahead of ours, with full disclosure of any conflicts.

Earlier is materially better. Pre-sale entity restructuring, installment sale elections, trust funding, and charitable vehicle deployment all require time, typically 12 to 24 months before close. The earlier we engage, the more tools are available.

Three fee structures, matched to the work: assets-under-management on managed portfolios, flat planning fees on integrated planning engagements, and hourly billing on tax-only work. Full disclosures appear in our Form ADV Part 2A.

For our clients, “financial advisor” understates the role. We coordinate tax strategy, estate planning, and institutional investment management as one integrated plan. We’re based in Columbus and serve clients nationwide.

Client’s assets are held at LPL Financial, the largest independent broker-dealer custodian in USA.

Wirehouse advisors typically work for the firm. We’re independent, affiliated with LPL Financial as our broker-dealer, with no proprietary products to sell, no quotas, and no in-house investments we’re paid to recommend.

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