We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Gray Wealth Strategies (GWS) was launched.

GWS is owned and operated by Andrew Gray, a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ with over 16 years of experience as the sole financial advisor to more than 145 clients throughout the U.S. and world, including top executives at Fortune 500 companies.

Every idea starts with a problem.  Ours was threefold: Quality retirement planning and investment management can be expensive for clients.  Also, many people fear working with a financial advisor because of the reputation that advisors earn commissions and will sell you products you don’t need.  And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to clients.

So after working for several top wealth management firms, Andrew decided that he could make the most impact on retirees’ lives by pioneering a fiduciary, flat-fee only firm that educates clients on the value of working with a CFP^®.  GWS proudly works with clients on a fiduciary, flat-fee only basis (zero products or commissions) as that is exactly how we’d wish to be objectively served as a client.  We are deeply committed to upholding these ethical standards and will include a signed fiduciary oath with every client agreement.

GWS wants to demonstrate that a business can be client-centered and deliver unquestionable value through financial planning.  We’ve learned that it takes educating the public, authenticity, empathy, and innovation to achieve this goal.

We look forward to learning more about prospective client needs, retirement goals, and helping to resolve common challenges.

Hundreds of pre-retirees and retirees have trusted us with over 170 million dollars in assets and investments.

Discover why you should be working with a CFP®

We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Gray Wealth Strategies (GWS) was launched.

GWS is owned and operated by Andrew Gray, a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ with over 16 years of experience as the sole financial advisor to more than 145 clients throughout the U.S. and world, including top executives at Fortune 500 companies.

Every idea starts with a problem.  Ours was threefold: Quality retirement planning and investment management can be expensive for clients.  Also, many people fear working with a financial advisor because of the reputation that advisors earn commissions and will sell you products you don’t need.  And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to clients.

So after working for several top wealth management firms, Andrew decided that he could make the most impact on retirees’ lives by pioneering a fiduciary, flat-fee only firm that educates clients on the value of working with a CFP^®.  GWS proudly works with clients on a fiduciary, flat-fee only basis (zero products or commissions) as that is exactly how we’d wish to be objectively served as a client.  We are deeply committed to upholding these ethical standards and will include a signed fiduciary oath with every client agreement.

GWS wants to demonstrate that a business can be client-centered and deliver unquestionable value through financial planning.  We’ve learned that it takes educating the public, authenticity, empathy, and innovation to achieve this goal.

We look forward to learning more about prospective client needs, retirement goals, and helping to resolve common challenges.