Our Wealth Management Approach
We work hard to “control the three controllables” within the dynamic market: allocation, fees, and taxes.
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.
Public and Private Assets
Private equity, debt, and real estate can be incorporated to stabilize return profiles.
Financial Planning
Investment trajectories are stress-tested frequently to evaluate scenarios.
Risk Management
Assets can be appropriately protected to prevent unexpected challenges.
Philanthropic Planning
Thoughtful giving should be aligned with your values and long-term goals.
Estate and Legacy Planning
Experts are coordinated to protect your wealth and support smooth transitions.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grey Fox Wealth Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Grey Fox Wealth Advisors, LLC does not prepare legal documents, nor does it sell insurance products.
