Graypoint LLC is a financial advisory and investment management firm based in Saratoga Springs, NY. With over 40 years of combined experience, their knowledgeable team of advisors offers personalized solutions to help individuals, families, and nonprofit organizations achieve their financial objectives. From comprehensive financial planning and investment management to family office services, Graypoint is dedicated to providing warm, personal service and guiding clients towards their ideal financial destinations.
Through their expertise in wealth management, estate planning, tax planning, and risk management, Graypoint helps clients make their wealth work harder and grow. They offer a multi-family office approach, providing support for all financial needs, as well as tailored investment management services for nonprofit organizations. With a commitment to exceptional client service and collaboration, Graypoint is where wealth meets purpose.
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