The Gray Group built a reputation, we believe, as the "go-to" wealth management advisors in the St. Louis metro area. We advise and guide a select number of high-net-worth families and business professionals.
We understand that clients work hard to build their assets. Usually their accomplishments have contributed directly to the betterment of their country, their community and their local economy. We've found that these clients need thoughtful, highly focused advice and guidance tailored to help them preserve the wealth they've built to support their chosen lifestyle.
Significant wealth is complex and demands constant attention and appropriate strategic responses. As a team, we base our philosophy, process and commitment on dynamic strategy. Through the know-how, talent and experience of our professionals, we're capable of responding to a wide range of client situations and wealth challenges.
Our mission, first and foremost, is to understand you. To take the time to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow. We then design, implement and help you periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk. Our wealth management approach is about using wealth to turn goals into reality. When you succeed, we succeed.
We have long worked with affluent individuals and families from numerous backgrounds and professions. Additionally, because of our team's particular strengths and experience, we're adept at helping to bring clear and candid wealth management to aviation professionals, medical and dental practitioners, corporate executives and small-business owners.
We can help military and civilian pilots and aircraft owners map out a "wealth flight plan" so they'll know exactly where their money is, where it could go, and how to keep more of it working.
Medical and dental professionals can rely on us to help give their finances the kind of in-depth attention they deserve. We understand the significant financial complexities of a practice, from debt management to asset preservation — to managing for risk.
Corporate executives often have complex financial needs, and The Gray Group can help position their assets to meet multiple financial priorities — business succession, retirement, tuition or eldercare.
The Gray Group knows firsthand the challenges and responsibilities small-business owners must face every day. Our seasoned professionals — who know well the work and potential rewards of business ownership — can help guide you with insight and perspective.
All that know-how underpins our service to clients. We're adept at addressing the most sophisticated wealth management needs.
AAMS™, ChFC®, CEPA®, CFP®, CLU®, CPFA®, CRPC™, CRPS™
CIMA®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
