Gray Wealth Strategies
Financial Services • 
Bend, Oregon, United States • 1-10 Employees
Company overview
| Headquarters | Bend, Oregon, United States |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Retirement Planning, Wealth Management, Tax Planning, Fee-Only, Fiduciary |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Gray Wealth Strategies
Andrew Gray
Founder & Lead Advisor
Gray Wealth Strategies Email Formats
Gray Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@graywealthstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@graywealthstrategies.com | 100% |
About Gray Wealth Strategies
I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial independence. By intentionally creating a small, boutique firm, relationships and service are at the core of the firm and financial advice is highly personalized, objective, and covers all aspects of your financial life. I’ve found that there’s a series of challenges retirees and busy pre-retirees run into over and over again including: -the best way to develop income to replace their lost paycheck, -ways to reduce taxes paid not only today but for the decades to come, -how to build investment portfolios that are aligned with personal goals and that are also tax-efficient, -cost-efficient, and built on empirical evidence; not hunches. -how to develop advanced strategies for generational wealth transfer, charitable giving, and wealth protection just to name a few… Please view my website and let me know if I can answer any questions. https://graywealthstrategies.com/
Gray Wealth Strategies revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Gray Wealth Strategies has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Gray Wealth Strategies has never raised funding before.
Gray Wealth Strategies Tech Stack
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Frequently asked questions
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