About GEM

GRAY EQUITY MANAGEMENT, LLC PROVIDES WEALTH MANAGEMENT SERVICES THAT CAN HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR FAMILY, FOR NOW AND IN THE FUTURE.

About Gray Equity Management

With achievement comes responsibility, and your financial success brings with it obligations, both external and self-imposed. You have made promises to yourself, to your business and to your family. Gray Equity Management, LLC is here to help you keep those promises.

Preparing for a Successful Future with “The Power of ThreeSM

We’ll do this by calling upon “The Power of ThreeSM” a combination of resources and intelligence built on cooperation and collaboration, among the three pillars upon which a successful financial plan is based.

Having all three on the same page and working together is one of the most powerful ways to secure your personal financial future. Our mission statement speaks to this commitment:

  1. By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding that helps them keep the promises they have made to themselves and their families, both in the present and for the future.
  2. Combining accounting, tax and wealth management services gives us the ability to view the “big picture” of your financial situation, including the critical tax implications of any decision you make. We have assembled an experienced team and designed a measured process to provide steady guidance as you proceed. We will help you to remain securely in control of your financial affairs.
  3. We also understand that your financial needs and goals will change over time. For that reason we offer a wide range of flexible services. From short and long-term tax strategies and improved investment decisions, to the secure transfer of money to loved ones and helping you manage your finances on a daily basis.

Our Credentials

Form ADV Part 2A

Final Brochure Supplement ADV Part 2A

Final Brochure Supplement ADV Part 2A

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Privacy Statement

Legal Disclaimers

We’d love to discuss how we can help you keep the promises you have made.

The Right People for the Job

The people of Gray Equity Management, LLC combine deep financial knowledge and experience with the compassion and vision necessary to create a successful plan for your financial future. They exemplify the marriage of accounting and tax expertise with financial planning skills that makes Gray Equity Management, LLC unique.

View our list of helpful wealth management articles and links to help get you on the right track!

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