Greyrock Wealth Advisors

Our culture and values

Our culture is about leaving an impactful and lasting legacy. Starting from our founding in 1938 and extending into the future, we work in collaboration with the families and communities we serve.

History: Our roots run deep in Northern Colorado. We are proud that those who came before entrusted us with carrying the torch of their legacy into the future.
Values: You place great trust in us. We take that responsibility seriously, by cultivating a culture of integrity, collaboration and dedication in all we do.
Development: You value good advice. That’s why we foster a culture of development, growth and education, providing you with professionals who give you the advice you need.
Community: Like you, we value our community. We are dedicated to making a positive impact in our community as a team and value long-standing relationships.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Greyrock Wealth Advisors hopes to express the qualities closely associated with Greyrock Mountain, a beloved Northern Colorado landmark, summon to mind. Just as the hiking trail that winds from the Poudre River to the summit of Greyrock Mountain promises a breathtaking journey to the traveler, Greyrock Wealth Advisors envisions wealth management as a journey we undertake with you. Our journey alongside you is made all the more significant because of some of the trail markers we hit along the way...

The long journey to the top of Greyrock Mountain from the trailhead requires commitment of the traveler. We find meaning in committing to a journey with you on the road to financial wellness and sustainability.
Seeing Greyrock Mountain from the trail, the traveler is struck by the fortitude of this massive geological feature. We strive to help you achieve the financial fortitude you and your family can rely on now and for generations to come.
On the journey, the traveler might reflect on the history that Greyrock Mountain has witnessed in its formation. We are here to provide you with the wisdom of 230 combined years of industry experience, on a team that traces its roots back to its founding in 1938.
As the traveler reaches the summit of Greyrock Mountain, the far reaching views conjure a sense of legacy. We take the long view with you, helping you to establish a legacy that will stretch far into the future for your loved ones and your community.

Thank you for walking this path with Greyrock Wealth Advisors. We are grateful for the trust you place in us and look forward to our continued partnership in the journey ahead.

Greyrock Wealth Advisors

Our legacy

What we believe differentiates us

Our culture and values

Proud to be a national award-winning team

Jason Burkett

Global Insight Monthly

Debunking debt disaster

Let's take the next step together