David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. (“Greykasell”), an independent registered investment advisor (“RIA”) with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners. The newly-formed RIA is a multi-custodial firm that utilizes Fidelity as its largest custodian. Working with Fidelity Investments gives Greykasell access to a wide range of products and services that can help them serve the needs of their clients.
Mr. Eisenhauer, who will serve as the firm’s Chief Wealth Strategist, has more than 14 years of investment experience. Most recently at a prior firm, he and his team managed over $450 million in client assets across more than 100 households. Joining Mr. Eisenhauer at Greykasell is his entire team, including Cynthia Alyssa Pammett (Director of Operations) and Michael Kimbrough (Director of Investments) and his wife, Teri Eisenhauer, who serves as Office Manager.
“We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients,” said Mr. Eisenhauer. “Our team of professionals, who have more than 50-years of combined financial services experience, will be well-equipped to not only provide clients a broad array of high-quality services that address their increasingly sophisticated needs but also help them navigate issues that are at the intersection of planning, investing and taxes.”
New RIA Built on Family Culture and Specialized Service
Moving from a broker-dealer platform to a fee-based RIA, the Greykasell team works in a fiduciary capacity to support clients, with a focus on nurturing relationships and optimizing outcomes to create multigenerational wealth. For individuals and families, the firm offers advisory, financial planning, wealth management and estate planning services, with an emphasis on tax considerations. For business-owner clients, the firm also provides business planning, succession support, employee and executive benefits planning, and qualified retirement plan design assistance.
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