Simply put, a fiduciary means we put your interests ahead of anything else. We don’t sell products or earn commissions, so there’s never a conflict of interest between you and us.

We are legally and ethically bound to act in your best interest, ensuring that every piece of advice is objective and focused solely on helping you achieve your financial goals.

Many firms are held only to a lower 'suitability' standard, but we’re committed to the highest fiduciary duty because your trust is our top priority.

The way financial planners charge can vary significantly, as can the total costs. At Gray Lake Advisors, we’ve designed an AUM-based fee structure that leverages our operational efficiencies to pass cost savings directly to you.

This means you can keep more of your money working for you, not spent on fees.

If you're currently working with another advisor, we’d be happy to provide a comprehensive fee and cost comparison. This way, you can make an informed decision about the value you’re receiving and ensure your financial strategy is aligned with your goals. Reach out today to learn more or schedule a no-obligation consultation.

At Gray Lake Advisors, we believe the best investment strategies are built on a foundation of a comprehensive financial plan—one that evolves alongside your life. From your current financial situation to your long-term goals, we create a personalized plan that adapts as your needs change.

Your investment strategy is tailored to you, focusing on what we can control—minimizing fees, reducing taxes, and maintaining a well-diversified portfolio. We continually adjust the balance between these factors to align with your evolving goals. Through regular reviews and ongoing communication, we ensure your financial plan stays on track, no matter where life takes you.

Nearly everything. A few key differences are:

1) We use time tested investment methodlogies paired with cutting-edge financial planning and investment platforms to offer our clients a unique experience.

2) We are a fiduciary, bound by oath to put your interest (and only your interest) first in every single transaction and decision.

Our approach to wealth management focuses on your goals, your future, and building a long-term partnership. With Gray Lake Advisors, you can be confident that your financial journey is guided by integrity, expertise, and a commitment to your success.

At Gray Lake Advisors, we take pride in providing personalized attention to each of our clients, which is why we work with a select number of investors at each asset level. Currently, we have openings across most asset levels and are always happy to discuss how we can serve your unique financial needs.

If we’re not the right fit, we’ll gladly offer a recommendation to help guide you in the right direction.

Reach out today to schedule a no-obligation consultation and learn how we can partner with you on your financial journey.

At Gray Lake Advisors, we start with a holistic financial plan that takes into account every aspect of your financial life—your goals, current situation, and future plans. We use advanced software to ensure that your plan is both comprehensive and personalized, and we revisit it regularly to keep it aligned with your evolving needs.

From there, we construct a customized investment portfolio designed to support your long-term objectives.

Finally, we handle day-to-day portfolio management, including rebalancing, tax-efficient strategies like tax-loss harvesting, and adjusting asset allocation to make sure your investments stay aligned with your goals. Through this ongoing process, we provide you with the peace of mind that your financial future is in expert hands.

Choosing the right financial partner is one of the most important decisions you can make for your future. At Gray Lake Advisors, we understand that and consider it a privilege to be considered for earning your trust.

Our approach is personal, thoughtful, and focused on your unique goals, ensuring that your financial plan is tailored specifically to your needs.
We combine time-tested investment strategies with cutting-edge technology, offering you a comprehensive plan that evolves as your life does.

With us, you’re not just another client—you’re a partner in your own financial success.

We invite you to schedule a no-obligation, no-cost consultation to see how we can help you create a strategy for your financial future. Let's explore whether we're the right fit for you and your family.

Yes, your money is always held with a trusted third-party custodian, Altruist, a highly-regulated financial services provider.

While market fluctuations can lead to investment losses, your funds are safeguarded from fraud, ensuring that your investments are secure and transparent.

At Gray Lake Advisors, we take every precaution to protect your assets, providing you with the peace of mind that comes from working with a trusted custodian and a dedicated team focused on your financial success.

It all starts with a no-obligation conversation where we get to know each other and discuss your financial goals. If we both feel there’s a good fit, we’ll move quickly through a simple, streamlined onboarding process and begin developing your personalized financial plan.

Let’s take the first step toward securing your financial future—schedule your consultation today and see how Gray Lake Advisors can help you achieve your goals.