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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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.

Disclosures

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: www.SHOOKresearch.com.

The 2022 AdvisorHub "Advisors to Watch" award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. 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.

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: www.SHOOKresearch.com.

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.

Jason Burkett is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NE, NJ, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY.

Jason Burkett, NMLS # 2093253 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Scott Baker is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MD, MI, MT, NE, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY.

Lance Crossett is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, ID, IL, IN, KS, KY, MA, MI, MN, MT, ND, NE, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY.

Donald Baker is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MD, MI, MT, NE, NJ, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY.

Kyle Danford is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MT, ND, NE, NJ, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY.

Austin Schuler is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MT, NE, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY.

Giulia LaPlante is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MI, MT, NE, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY.

Meet the team

Learn more about Greyrock Wealth Advisors.

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

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    Social Media

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    Greyrock Wealth Advisors is excited to announce the addition of our newest team member. Julia Buckner recently joined our team and we are so excited to welcome her. She will be working as a Client Associate and helping serve our teams incredible clients. Julia is a Northern Colorado native and currently resides in Wellington with her husband Joe. She a passion for empowering others through fitness and she is also a certified health coach. Outside of work she enjoys her daily workouts at her husband’s boxing gym,” Beautifully Savage Boxing Studio”. Julia and Joe both enjoy travelling and spending time with friends and family including their 5 Children and 9 Grandchildren. We are so excited for you to meet Julia and ask you to join us in welcoming her to RBC and Greyrock Wealth Advisors.

    All of us at Greyrock Wealth Advisors share with the rest of our nation in expressing our sorrow as we send our condolences to those who have been affected by the L.A. wildfires. Regardless of the cause of these fires, families losing their homes and a lifetime of memories is devastating. We have seen this tragedy first-hand to some of those in our community due to several major fires in Northern Colorado. We are also reminded of how thankful we are to our nations First Responders who take the oath of sacrificing their own safety and are willing to put their lives at risk to protect our communities and our families. To those in Law Enforcement, Fire Safety, EMS and Public Service we say Thank You. We stand with you as fellow Americans, and as people who care about humanity. Out of the ashes will come something that can never be taken. God Bless!

    Looking for a unique benefit to offer your employees? Check out our RBC Echelon partner PinnacleCare and contact me for how this can fit into your business plan.

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    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.

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