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.

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We are excited to announce that the one and only Kyle Danford has recently been promoted to Senior Vice President by RBC Wealth Management. Kyle has been a key part of Greyrock Wealth Advisors for over a decade. His unwavering commitment to taking care of clients and helping those families as they focus on building and protecting their wealth and creating a legacy is inspiring and true to our teams mission. In addition Kyle serves our team in many ways and has been a big contributor to our teams success and recognition over the years. We appreciate Kyle for all he does for our clients, our team and for our community. His selflessness and heart for others is evident, and for those that know Kyle we know you will agree... Unless of course, you are facing Kyle in a golf match and in that case we wish you the best of luck.

The beginning of the year is a great time to contribute to your Traditional or Roth IRA. Every day counts toward securing your financial future. Seize this unique opportunity to contribute for both 2024 and 2025. Let’s connect and make those contributions today. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/rbc-retirement-paycheck.pdf

We are grateful.... Of all the awards and recognition our team has received over the years, being recognized as a TEAM is the thing we are the most proud of. We are grateful first and foremost to our CLIENTS for trusting us to help you and your families navigate your financial future and for letting us walk along side you through life's peaks and valleys. We have served some of you for decades and generations and it is our desire to serve you for decades and generations to come. We are grateful to all of those who have helped us professionally over the years. Greyrock Wealth Advisors is about more than the team you see today. It is about those who came before us, the advisors and client service associates who have served our clients and their families for nearly 9 decades. It is about the firm leaders at Boetcher & Co., Kemper, Payne Webber, Merrill Lynch, UBS and RBC who have poured into us and provided guidance and leadership to our team and allowed us to focus on serving our clients. We are grateful to the folks at Forbes/Shook for your dedication to creating a structure that can give an unbiased evaluation of those in our industry who do their best to help others. Congratulations to all of the other teams who have also been recognized alongside our team and we appreciate all those who work alongside us with the same passion for helping families and their communities. Thank you from all of us at Greyrock Wealth Advisors... We are grateful Jason Burkett Kyle Danford Scott Baker Austin Schuler Giulia LaPlante Cindy Motiff Nicole Jernigan Wendy Tjelmeland Julia Buckner Tack Baker Lance Crossett

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Greyrock Wealth Advisors

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