Gray Wealth Strategies

Gray Wealth Strategies LLC provides comprehensive and objective financial planning , including retirement planning, investment management and tax planning, to help retirees and pre-retirees organize, grow and protect their assets through life’s transitions. Whether it’s a one-time retirement plan or ongoing wealth management, we work under a Flat Fee model rather than charging a % of your assets. We invite you to check out our website and schedule an introductory call to learn how we can help you.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

63415 Saddleback Place Bend, OR 97703 Phone: (210) 882-2940

Primary Office

63415 Saddleback Place Bend, OR 97703 Phone: (210) 882-2940