AG
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
Chartered Retirement Planning Counselor®
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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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Profile Last Updated: July 31, 2026