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Our Services

Our Commitment To Our Clients

At Parisi Gray Wealth Management, we are committed to providing you with the highest level of service, professionalism, and expertise.

We’ve structured our practice to deliver sophisticated advice and highly personalized service to discerning individuals and families.

Investment Management

Our seasoned professionals will structure your investment portfolio, combining our experience and expertise, in alignment with your goals. We analyze your current situation with your financial objectives, time horizon and risk tolerance to design a tailored investment strategy. By anticipating industry and market trends, our goal is to capitalize on opportunities while minimizing risk, ensuring your portfolio is well-positioned to meet present financial needs along with long-term growth.

Investment Services:

  • Wealth Foundation Reporting and Analysis
  • Asset Allocation & Portfolio Construction
  • Ongoing Investment Management
  • Performance vs Goals Analysis
  • Portfolio Rebalancing
  • Tax Loss Harvesting and Tax Awareness Strategies
  • Credit and Lending
  • Managing Life Transitions
  • Private Banking Services

Financial Consulting and Planning

Our Wealth Foundation Report serves as the foundation from which we create your personal financial plan and investment strategy.
Using the goals-based approach to wealth management that we pioneered and have been using over the past twenty-five years, we conduct an in-depth analysis of your current financial situation and compare this with your financial and life goals. While our capabilities are as varied as our clients’ needs, we propose solutions uniquely suited to your circumstances and objectives. We build you a personalized plan based on who you are; your values, your sources of wealth, your passions and pleasures, your views on inherited wealth, charitable contributions and foundations, and more. Our goal is to help you create a legacy that transcends wealth.

Plan for the retirement you’ve always envisioned with our specialized retirement planning services. We assess your retirement income needs, evaluate your existing retirement accounts, and develop a strategy to maximize your savings and optimize your Social Security benefits. Let us guide you on the path to a secure and fulfilling retirement.

Client Service

We believe one of the great differentiators of our practice is our relentless focus on all aspects of client service. Meticulous attention to detail, follow through, and communication is employed at every level of our relationship. Our passion is providing specialized advice and highly personalized service for individuals and families who require confidentiality and discretion around highly private and complex financial situations.

Risk Management

Safeguard your investments with our diligent risk management strategies. We conduct thorough risk assessments, taking into account your risk tolerance and financial goals. By implementing proactive risk mitigation measures and closely monitoring your portfolio, we strive to protect your wealth from market volatility.

Versatility

Our client demographics consist of high net worth and ultra-high net worth families with relationships globally. The principals that founded Parisi Gray Wealth Management believe that personalized financial service is what makes our business rewarding — earning client trust over the years and working across all generations of a family.

Our clients include wealthy individuals and families, large trusts, couples transitioning to retirement, investment professionals, professional athletes, entertainment professionals and members at the highest levels of our nation’s intelligence, military and government communities. All requiring the highest levels of discretion and confidentiality.

Collaboration

While we have numerous strategic partnerships with attorneys, trust officers, business managers, accountants, and other professionals, we work under a format of open architecture. This means that we actively coordinate with your preferred outside advisors. Whether it’s our network or yours, we are committed to creating and integrating a team that leverages elite services with historical knowledge, experience and personal insights.

Let us be your financial compass,

we’ll guide you towards success.