Welcome

My mission is to provide world-class service with a high level of professionalism and integrity while giving back to my community. Assisting individuals and businesses with their wealth management needs for over 25 years, I view my clients and their families as an extension of my own family, and I value the time, the visions, and the stories that are shared. Thank you for stopping by. Please click or call to set up a time to get together soon.

-Gray

Community involvement

We are proud supporters of the Salvation Army of Augusta, The Augusta Symphony, local conservation efforts across the region, and the Piedmont Arts Association. Education is also a priority, and we support the Episcopal Day School and the Academy of Richmond County in Augusta, Georgia, Episcopal High School in Alexandria, Virginia, and the University of Georgia.  Read more about our involvement here.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

It's all about staying connected

Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If you are not currently a client feel free to contact us and set up a meeting.