Our legacy

Greyrock Wealth Advisors has a long history of serving the needs of clients in all market conditions. Through the decades-and several transitions and mergers - we've collaborated with clients by focusing on what matters most; their goals.

What we believe differentiates us

Our team mission statement says it best: We work with families and communities to help realize a life of purpose, fulfillment and connection. We are a team of 11 individuals with access to the resources of one of the world’s largest wealth management firms to support us in serving our clients. We have built our practice through meticulous attention to detail and years of refining our business, offering financial solutions to the select number of families we serve. We believe our team’s combined more than 230 years of industry experience can help offer a distinctive perspective and meaningful advice.

 

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.

Proud to be a national award-winning team

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Jason Burkett

  • Forbes Best-In-State Advisor - 2022, 2023

Greyrock Wealth Advisors was also named a Forbes Best-In-State Wealth Management Team in 2024.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Greyrock Wealth Advisors

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.

Meet the team

Learn more about Greyrock Wealth Advisors.

Greyrock Wealth Advisors is with you every step of the way….

Social Media

See footer below for group’s social profiles >

This latest round of forgiveness will erase $7.7 billion in outstanding loan balances, bringing the total student debt relief approved by the Biden administration to $167 billion.

Read More

Are you juggling multiple retirement accounts? Consolidating them brings you easier tracking, flexible investment strategies and many other financial benefits.

9 Ways For Boomers And Gen-Xers To Test-Drive Their Retirement Plans

Retirement is the biggest investment most people make in their lifetime! Check out this interesting article that highlights different ways to test what your retirement might look and feel like.

Read More

Latest Insights

What we do

We provide a customized wealth management experience to each of our clients. We believe this is the only way we can deliver on our promise to our clients and their families. First and foremost is understanding our clients’ financial and life goals. Their current financial lives are considered and coordinated by our team. We deliver a comprehensive approach to financial and life management that helps provide our clients clarity and precision for this generation and generations to come.

Our just cause

We believe that wealth management is more than just managing investments. It’s about connecting resources to a purpose and making a difference in the lives of our clients. We exist to help our clients and their families live a life of connection. Our team embraces the belief that we must use our talents and resources to make our community better  place.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields