Andrew Gray

Bend, OR

Verified Identity

Gray Wealth Strategies

Years of Experience

17 years

Member Since

2022

Allow Me to Introduce Myself

I've found that clients come to me with a series of specific challenges that they'd like help with as they approach retirement and living in retirement. These challenges center around how to best: replace their employment income from the assets they've saved, minimize taxes paid now and in retiremen...

Clientele

Retirees

Corporate Executives

Surviving Spouses

Divorcees

High Net Worth Individuals

Business Owners

Services Provided

Tax Planning

Estate Planning Strategies

Financial Planning

Retirement Planning

Specialties and Expertise

Philanthropic Planning and Giving

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Ultra High Net Worth Planning

Credentials and Designations

CRPC®

Chartered Retirement Planning Counselor®

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CFP®

Certified Financial Planner™

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Pricing Models

Flat Fee

Education

Indiana University Bloomington

Business Degree

Obtained in 2001

Disclosures and Proof of License

SEC Profile

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