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You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

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<sup>What We Do</sup><br/><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Helping you navigate the complex world of Finance.</span><br/>

What We Do
Helping you navigate the complex world of Finance.

Our passion lies in educating our clients about today’s investing landscape.  Let us provide clarity in a complex world so you can focus on what’s important.

  • We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

  • What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

  • 529 Plans are designed to encourage investing for education expenses. Beyond their favorable tax treatment, 529 plans are a versatile education planning tool offering families a way to invest today for a child's future.

  • Greystone Capital Management is a boutique financial services firm for clients and households with a minimum of $1 million in investable assets.  Our clients are typically business owners, senior executives, and professionals such as doctors, lawyers, and engineers.  We enjoy working with like-minded, big picture thinkers. 

  • Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

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Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

About Us

About Us

At Greystone Capital Management, our goal is simple: educate our clients to be more prepared for their financial future. Working throughout the East Coast, we have helped clients gain better control of their finances and understand the importance of setting up a plan to pursue short and long-term goals.

We work closely with our clients to develop growth and sometimes defensive strategies that align with client needs and market conditions. Let us serve you today.

Learning Library

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

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Getting a Head Start on College Savings

Getting a Head Start on College Savings

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Mastering Mobile Lingo

Mastering Mobile Lingo

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Work With Us

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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