Welcome

Greystone Financial Group is an exclusive wealth management organization comprised of a dedicated team of professionals specializing in all aspects of investment, tax, risk management, retirement and estate planning. We serve the needs of successful individuals and families, corporate executives, and closely held businesses.  In particular, we have a special niche in assisting women in transition with their unique financial circumstances.  Following the death or divorce of a spouse, the stress of adjusting to a new lifestyle often makes managing household finances a secondary concern.  We mitigate that stress by assisting with the special needs arising from these life events.

Our Mission
Our mission is to maximize the financial resources of our clients by providing the knowledge, guidance and discipline necessary to create, manage and protect their wealth in a dynamic economic environment.
 
The process begins by thoroughly analyzing needs and objectives. Our team continues by constructing long-term plans, assessing various risks, and developing appropriate investment strategies following prudent asset allocation principles. After implementation we then communicate ongoing adjustments that may be necessary in times of economic uncertainty or which result from life events and changing client circumstances.
 
We seek clients interested in establishing lifetime relationships built upon a foundation of trust, integrity and confidentiality, and who appreciate exceptional service provided by a caring and dedicated team.