Who We Are

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Your wealth got complicated. Your plan hasn't caught up.

Most of our clients didn’t set out to need a team like Greyson. They set out to build a business, grow a practice, or provide for a family — and somewhere along the way, the financial picture outgrew the advice supporting it.

A CPA who files the return but doesn’t plan ahead. An advisor who manages the account but doesn’t touch taxes. An estate attorney who drafted documents years ago and hasn’t heard from you since. Each one is competent. None of them is talking to the others. And you’re the one stuck in the middle, playing translator between three professionals who were never asked to work as a team.

That gap — between good individual advice and one coordinated strategy — is where wealth quietly leaks out. A missed Roth conversion window. Gains realized at the wrong time. A trust that no longer matches the size of the estate it’s meant to protect. None of it shows up as a single bad decision. It shows up ten years later, as a number that’s smaller than it should have been.

We built Greyson Private Wealth to close that gap.

One team. One strategy. No middleman required.

Greyson Private Wealth integrates tax strategy, investment management, estate planning, and risk management into a single, coordinated framework — built by one team, for one outcome: a plan where every decision reflects the full picture, not just one piece of it.

We work primarily with business owners, exiting founders, senior executives, and high-net-worth families — people whose financial lives involve more than a 401(k) and a mortgage. Concentrated stock. Equity compensation. A business that represents most of the net worth on the balance sheet. A liquidity event on the horizon. This is where fragmented advice gets expensive, and where integration earns its keep.

Tax strategy comes first in our process, not last — because how much you keep depends on decisions made long before April. From there, your investment strategy is built inside that tax picture, not bolted onto it afterward. And your estate plan is reviewed as a living part of the strategy, not a document signed once and filed away.

Tax. Investments. Estate. Risk. One integrated strategy — designed to protect, grow, and transfer wealth with precision.

Independent by design.

Securities and advisory services are offered through LPL Financial, one of the largest independent broker-dealers in the country. That independence means we don’t sell proprietary products, we don’t answer to a house agenda, and we’re not incentivized to recommend anything other than what’s actually right for you.

Custody, compliance, and regulatory infrastructure run through LPL’s platform — boutique service, without boutique risk.

That same independence gives our clients access to institutional-grade money management and alternative strategies typically reserved for endowments and family offices — not something available to individual investors managing their own accounts.

Meet your partners.

Kevin Gray, CFP®, EA®, CEPA®
Partner

Wealth Advisor

Teresa Russell
Partner

Wealth Advisor

Brian Sweeney, MBA, CFP®, EA®, CEPA®
Partner

Wealth Advisor

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.

RISK MANAGEMENT · PHASE II

Protect what you’ve built.

ESTATE & LEGACY ENGINEERING · PHASE III

Decide who, when, and how.

TAX STRATEGY · PHASE IV

Keep more of what you earn.

Who we're built for.

Business Owners

High income, high complexity, and limited time to coordinate it all themselves.

Retirees / Pre-Retirees

High income, high complexity, and limited time to coordinate it all themselves.