Our Wealth Management Approach

We work hard to “control the three controllables” within the dynamic market: allocation, fees, and taxes.

Grey Fox Wealth

As independent fiduciaries, we help clients protect their hard-earned assets, achieve their life-long goals, and improve their tight-knit communities.

We take a math-based approach to the design and implement customized public and private market portfolios for our clients. As part of our comprehensive strategy, we use diversified, low-cost, and passive funds to optimize return, eliminate hidden fees, and minimize taxes. That practical and consistent approach stabilizes trajectories and supports in-depth financial planning processes.

Our investment approach includes …


Customized Allocations

Individual allocations are built for each client to achieve tailored outcomes.

Hard-Working Team


Public and Private Assets

Private equity, debt, and real estate can be incorporated to stabilize return profiles.

Fiduciary Commitment


Financial Planning

Investment trajectories are stress-tested frequently to evaluate scenarios.

Risk Management

Risk Management

Assets can be appropriately protected to prevent unexpected challenges.

Philanthropic Planning

Philanthropic Planning

Thoughtful giving should be aligned with your values and long-term goals.

Family Governance & Education

Estate and Legacy Planning

Experts are coordinated to protect your wealth and ensure smooth transitions.

Phone Number
Email

Delaware