Hamilton Gray Wealth Management LLC

Hamilton Gray Wealth Management LLC provides ongoing investment advisory, financial planning and comprehensive wealth management primarily to high‑net‑worth individuals and their family-related entities, including businesses, trusts, retirement plans and charitable vehicles. The firm also works with pension and profit‑sharing plan clients and offers plan-level consulting such as business 401(k) plan advice and donor‑advised fund oversight.

The firm positions itself as a family CFO, coordinating outside attorneys, accountants, money managers and insurance advisers while integrating investment strategy with tax, estate and philanthropic planning using a top‑down, asset‑allocation approach grounded in Modern Portfolio Theory. Its advisory model is not tied to percentage‑of‑assets fees; fees are negotiated as fixed annual arrangements and the firm frequently collaborates with clients’ other money managers rather than consolidating all assets under its own management.

Hamilton Gray operates as a single‑advisor practice with advanced credentials in accounting, law and estate planning and prior multi‑family office experience, which informs its work with multi‑family office clients and pension consulting. The firm serves a small, select client base and also accepts limited engagements for matters such as M&A consulting, business succession and specialized planning, services that are less common among peers of similar size.