Greycliff Wealth Management, LLC

GreyCliff serves individuals — including high‑net‑worth clients — as well as families, trusts, non‑profits, pension plans and businesses, providing financial planning and discretionary asset management. The firm typically begins engagements with a written financial plan covering cash flow, risk management, investment, tax, retirement and estate planning, then implements portfolios aligned to those plans.

GreyCliff constructs diversified, long‑term portfolios with an emphasis on cost control and tax efficiency, combining fundamental and technical analysis to set client‑specific asset‑allocation guidelines and converting legacy mutual fund share classes where appropriate. Accounts are managed on a discretionary basis and, depending on client risk tolerance, the firm may employ a range of strategies and vehicles — from options and margin to alternative investments and indirect cryptocurrency exposure — while documenting associated risks and advising consultation with tax professionals.

What distinguishes GreyCliff from many peers is that certain professionals are licensed independent insurance agents who may implement insurance transactions for clients and receive customary commissions, and a principal has an ownership interest in the general partner of a private investment partnership in which some clients may invest; these relationships and potential conflicts are disclosed and subject to the firm’s Code of Ethics and compliance reviews. The firm manages approximately $83.8 million on a discretionary basis, recommends Schwab as custodian for access to institutional services, and notes that clients receive custodial statements directly and retain proxy‑voting authority.