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Wealth Management for Business Owners and Pre-Retirees

Serving Columbus, Ohio and clients nationwide

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A Plan Is a Snapshot. Managing Wealth Is What Happens After.

Markets shift, tax law changes, life moves on — your strategy should too.

Investments
Portfolio construction, allocation, strategy.
Taxes
Minimize unnecessary tax drag.
Protection
Coordinate net worth and family assets.

One solution

One team. One strategy. One point of accountability.

Who This Is Built For

Ongoing management looks different depending on where you are.
A business owner in his fifties in conversation with his advisor across a walnut table

Business Owners

Growing net worth alongside the business, generally $400K+ in income.
A couple in their sixties talking over coffee in a bright sitting room

Retirees / Pre-Retirees

Generally $1M+ in assets, managing what’s already been built.

If your finances are still simple, you likely don’t need this yet — and we’ll tell you that directly.

Business Owners

  • Reinvestment as income grows
  • Concentrated equity in the business
  • Institutional-style portfolio needs

Retirees / Pre-Retirees

  • Shifting from growth to income
  • Ongoing tax-aware rebalancing
  • Coordinating accounts across a household
Greyson Integrated Wealth Framework™

Four disciplines. One strategy.

Most firms hand you specialists who operate independently. We integrate tax, investments, risk, and estate into a single framework designed together so every decision reflects the full picture.

CAPITAL ARCHITECTURE · PHASE I

Build the engine.

  • Portfolio construction & asset location
  • Cash flow and liquidity design
  • Institutional & alternative manager access
  • Concentration and diversification policy
  • Rebalancing and drawdown discipline
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RISK MANAGEMENT · PHASE II

Protect what you’ve built.

  • Concentrated position & liquidity risk
  • Business continuity & key-man exposure
  • Entity-level liability review
  • Insurance gap analysis
  • Personal & business risk alignment
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ESTATE & LEGACY ENGINEERING · PHASE III

Decide who, when, and how.

  • Trust structure and titling review
  • Beneficiary and account alignment
  • Gifting and exemption strategy
  • Business succession & buy-sell terms
  • Family meeting and document handoff
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TAX STRATEGY · PHASE IV

Keep more of what you earn.

  • Multi-year projections before December 31
  • Entity structure & compensation mix
  • Charitable and concentrated-stock planning
  • Asset location & loss harvesting
  • Direct coordination with your CPA
Read more  ›

Why Now?

Business Owners
  • Concentrated equity only gets harder to unwind the longer it’s ignored.
Retirees / Pre-Retirees
  • A portfolio built for growth needs to be rebuilt for income.

Meet your partners.

Kevin Gray

CFP®, EA®, CEPA®
Partner, Wealth Advisor
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Brian Sweeney

MBA, CFP®, EA®, CEPA®
Partner, Wealth Advisor
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Teresa Russell

Partner, Wealth Advisor
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Schedule an Integrated Wealth Assessment

A focused conversation to look at what you’re doing today and figure out honestly whether we’re the right fit.

Schedule an Integrated Wealth Assessment

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