Based in New York City, Greycliff Advisory Group LLC provides Investment Management,
Financial Planning and Insurance Related Solutions to clients throughout the country.
Our core management group brings years of experience and insight to the Financial
Services arena. We work closely with our clients to provide timely tax efficient
solutions to the ever-changing retirement, investment and financial environment.
We gladly work with attorneys and CPAs to evaluate innovative methods to help our
clients validate and achieve their financial goals.
“We are what we repeatedly do.
Excellence then, is not an act, but a habit.” -Aristotle
Each client is different, therefore we begin each relationship with the goal of understanding what the client hopes to achieve and what methods can be utilized to achieve these goals. We are also realistic; we believe in realism and facts. Our client's interests are first and foremost to us and we help our clients understand the wealth management process by making available financial options that can work for them.
Portfolio holdings are under constant review and separate account allocations are monitored,rebalanced or changed as shifting market conditions necessitate. We always explain the rationale behind our recommendations to our clients and face-to-face reviews are recommended to be held at least twice a year.