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Senior Tourist

OUR APPROACH

At Greystone Wealth Advisors, we've chosen our name with purpose. Much like the solid and enduring nature of Greystone, we are unwavering in our commitment to being a reliable, dependable, and trustworthy financial partner for you.

Our mission is simple: to design financial plans that stand the test of time, just as Greystone Mansion has. We understand that life can bring storms, but our solid foundation ensures your financial security weathers any challenge. We're more than financial advisors; we're architects of your financial legacy.

Assess

We begin simply by getting to know you through an introductory phone conversation where we will also describe our services and answer any preliminary questions. Then through an in-person meeting, we develop a strong understanding of your personal goals, Tax situation, current financial situation, investment experience and risk tolerance. 

Design

Once we have a full understanding of what you want, we can begin designing a fully customized plan for your short- and long-term goals. We will review the plan together and make adjustments as needed. We then present and educate you on investment recommendations that will be used to implement the plan and answer any questions. We want you to have a good understanding and feel confident about the plan that we've created together.

Implement

We put your financial plan into action. We select the specific account types, investment products and services identified in the design stage and build your portfolio to your specifications. We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account. Once the accounts are set up, we will show you how to easily view your accounts and access your statements online.

Manage

Life is constantly evolving and we want to be sure that your plan evolves with it. Once your plan is implemented, we continually monitor the progress of your financial plan to ensure that you're on track. But your involvement remains crucial. As life happens and you experience a change – marriage, birth, a new job, an inheritance – we can discuss how your changing situation impacts your financial plan. This is where we’ll recommend and make any necessary adjustments to keep your plan moving forward.

Annual Review

It's critical that we touch base annually at least to make sure we are still on the same page with strategy and if life has thrown us any curve balls we can adjust where we need to. You should be in contact with your advisor at least annually. 

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