Graypoint

Graypoint is an independent financial advisory firm based in Saratoga Springs, NY, dedicated to serving individuals, families, businesses, and nonprofits across the wealth spectrum. The firm focuses on holistic financial planning, helping clients align their wealth with their personal and financial objectives for both the present and the future.

With a commitment to building trust, Graypoint manages a significant number of client relationships and offers tailored services including family office financial counseling, investment management, and workplace financial counseling for executives and employees. Their nonprofit team also provides fiduciary investment advice and consultative services to charities and foundations.

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