WHO WE SERVE
BUSINESS OWNERS
At Greystone Capital, we understand how tough it is to run a business. That's why we offer several planning solutions to help make the day-to-day running of your operation just a bit easier. Whether your business is in start-up mode, growth mode, or you're preparing for succession or transition, we will get to know every facet of your business so we can make the best recommendations for you and your employees.
EXECUTIVES & PROFESSIONALS
Whether you're a highly compensated executive, doctor, lawyer or other professional, running your business often means little time for anything else. Greystone can help keep you on the right financial path. Our professionals will work directly with you to understand your financial goals, business situation, employee needs and more. With a variety of products and services, you can be confident that you will have the right customized plan for your practice.
FAMILIES & INDIVIDUALS
Whether your retirement is just around the corner or decades away, Greystone Capital can help you map out a plan for a successful, enjoyable life when your working days are over. Greystone Capital offers a high degree of investment experience, knowledge and flexibility. Our investment philosophy is based on minimizing risk and expenses while maximizing long-term return. Having Greystone Capital as your single point of contact simplifies handling your investments, coordinating accounts and answering questions. We will work with you to create and protect your legacy for future generations.