Graybill Wealth Management Has Been Providing Investment Services to Individual & Institutional Clients Since 1969
Graybill Wealth Management is an independent SEC Registered Investment Advisory firm serving individual and institutional clients since 1969. As a Registered Investment Advisor, the firm is held to a fiduciary standard, meaning we are legally required to put our clients’ best interests first. This is foundational to everything we do at the firm. We strive to help our clients achieve their long-term financial goals and assist them in all aspects of their financial decision making.
Trust Is At Our Forefront
Serving clients is our top priority at Graybill Wealth Management. Our clients entrust us with the fruits of their life’s work and we take that responsibility very seriously. Trust is the most valued asset in our business and we are proud to have built strong client relationships that span many decades and generations on the foundation of absolute trust.
Team Graybill
Our professionals have over 80 years of combined investment experience through multiple economic and market cycles.
Margin of Safety
At GWM, we invest with a focus on conservative growth and capital preservation to navigate periods of volatility to help achieve long term goals.
Our Focus is You
We construct custom investment portfolios with our clients’ best interests and unique investment circumstances in mind.
Our Mission
Understand client objectives. Utilize investment strategies that reflect those objectives and client risk tolerance. Invest with a plan to conservatively grow assets and minimize losses and volatility. Reduce investment risk through asset allocation and diversification. Supplement investment management with advice and education. Treat clients in a manner that builds absolute trust.