Comprehensive financial planning and investing, developing solutions that align your wealth with your purpose.

Graypoint is an independent financial advisory firm that serves families, businesses, and non-profits across the wealth spectrum.

Where is your financial journey leading you?

Holistic financial planning is our core. We believe that all wealth has purpose, and we help individuals and families efficiently use their wealth to meet their objectives now and in the future.

Our Services

Graypoint takes pride in the trust that our 700+ clients put in us to navigate their financial futures and manage their wealth.

For Individuals

Whether you’re planning for retirement, selling a business, or establishing an estate, our services cater directly to your and your family’s individual needs across the financial spectrum.