GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Overview

Graystone Partners Wealth Management, LLC is an independent registered investment adviser formed in 2020 that manages discretionary portfolios for individuals, families and small institutions. The firm offers financial planning, portfolio management, pension consulting and the selection of sub-advisers, and operates as a capital allocator — routing client capital into third‑party managers when appropriate. Fee structures include both asset‑based fees and fixed fees. Graystone does not position itself as an active ESG investor. Investment activity centers on pooled public funds and third‑party strategies rather than heavy direct stock picking. The advisory model emphasizes model-driven allocations and manager selection for real estate and digital‑currency exposure alongside traditional mutual funds and corporate credit. The firm custodians client assets through a single primary custodian relationship.

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Location & Offices