Our Grey Fox Story
Our firm was intentionally built to operate and invest in your best interest. As fiduciaries, we’re excited to serve you.
Grey Fox Wealth was designed - from the start - to prioritize your best interest and to optimize your long-term trajectory.
After working together on several non-profit and private equity projects, Kevin Dombrowski and Ted Lauzen designed Grey Fox Wealth to provide tailored financial support to hard-working folks. The partners launched Grey Fox Wealth on March 1, 2020 with zero clients, zero assets-under-management, and three young kids each … right into the jaws of the global pandemic.
Since that exciting start, Grey Fox Wealth has earned the opportunity to support hundreds of clients throughout the country. And, as originally and specifically designed, our team continues to prioritize (a) the mathematical development of portfolios, (b) a coordinated set of services, and (c) the accurate and timely response to all questions.
We love working closely with our clients and will always “do the right thing, not the comfortable thing” for members of the Grey Fox Wealth family.
We do the best thing for our clients. ALWAYS.
Client-Focused
We treat others the way that we would like to be treated … in life, business, and finance.
Solutions-Oriented
We get excited about the opportunity to solve the “toughest” problems for you.
Hard-working
We are here to serve you and are proud to do the right thing, not the comfortable thing.
