Our Values

Invest with an Experienced Partner

We are a solutions-oriented team of independent fiduciaries who believe that demonstrated hard-work, customized portfolios, and consistent engagement can help (a) optimize your long-term success and (b) reduce your day-to-day hassles. Each team member is excited to earn the privilege - every day - of being your advisor for decades to come.

WE PROMISE TO STAND BY OUR MISSION.

To provide honest and competent support to help you achieve your long-term financial goals

To align our incentives to help you keep and grow more of your hard-earned investable assets

To simplify the complicated process of researching, allocating, and managing resources

  • We're in your boat, rowing in your direction.

    We charge a transparent assets-under-management fee. As independent fiduciaries, we do not receive any hidden fees, referral kickbacks, performance fees, or commission-based incentives.

  • Modern technology can provide crucial insights into performance and trajectories.

    We use (a) modern reporting software to clearly show your combined public and private market performance in real-time and (b) top-notch financial planning software to dynamically test different long-term scenarios.

THE KEY ADVANTAGES OF GREY FOX WEALTH

  • Your financial success requires a full, comprehensive approach - not a narrow focus on only investment accounts.

    We work closely with clients to customize portfolios, build dynamic financial plans, and incorporate trusted and tested experts (within their niches). We help coordinate investment allocations with trust and estate planning, tax planning, insurance requirements, private banking, and multi-generational planning.

  • Each client's trajectory and objectives are different.

    We customize portfolios that are tailored to each client's risk and return preferences, incorporate public and private market positions, and benefit from math-based diversification.