Navigating Today, Planning for Tomorrow
Welcome to
Graystone Financial
Services
Investment Management
- Tailored investment strategies to meet diverse financial goals
- Personalized guidance for optimal investment decisions
- College planning and education savings
- Investment tax planning
Financial Planning
- Integrated tax planning
- Implementation of diversified investment portfolios to manage risk
- Specialized retirement investment strategies
- Guidance on building assets for a potentially secure retirement
- Building trust through confidential and transparent communication
Legacy and Estate Planning
- Comprehensive strategies integrating estate planning and trust management
- Personalized guidance to meet your unique financial goals
- Customized strategies to preserve and transfer wealth efficiently
- Investment portfolios with risk tolerance for endowments or foundations
You’re not afraid to be true to yourself, and neither are we. We can take a different approach to financial planning that focuses on you as an individual.
How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial goals that is tailored for you.
Our services are comprehensive and cover all phases of life, from honing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to help guide you through your journey.
Personalizing a Financial Plan for You
Understand
We listen and learn about your goals and what you want to achieve with your finances.
Design
We use all of our unique financing planning technologies to design a custom plan for you.
Implement
Together we implement and execute your custom financial plan.
Manage
We continue to monitor your plan and make recommendations accordingly.
Graystone Financial
Albuquerque | Santa Fe
7901 Marigold Dr NW 5 Caliente Rd #2A
Albuquerque, NM 87120 Santa Fe, NM 87508
contactus@graystone-financial.com
T-505.750.1887 graystone-financial.com