For Those Who’ve Eclipsed
We help you protect, grow, and pass down wealth
with strategies reserved for the ultra-successful.
Private Wealth Strategies.
Personalized for You.
Advanced Tax & Investment Strategies
Reduce capital gains, optimize legacy planning, and go beyond the market.
Legacy & Estate Planning Support
Multi-generational wealth preservation with family office-level guidance.
Exclusive Access to Alternatives
Private equity, income-generating real estate, and more.
Exclusive, Relationship-Driven Service
You’ll never be one of many—you’ll be one of the few.
Is This You?
Entrepreneurs & Business Owners
Retired Executives & Professionals
Professional Athletes & Entertainers
Multi-Generational Families
Unlock Insights
Reserved for the Ultra-Wealthy
Download our 2025 HNW Strategy Guide
Unlock Insights
Reserved for the Ultra-Wealthy
Download our 2025 HNW Strategy Guide
Private Wealth Roundtable:
Current Market Outlook
Invite-only experience for qualified individuals
Private Wealth Roundtable
2025 Market Outlook
Invite-only experience for qualified individuals
Founder & CEO
Zach Gray, CRPC® LACP
Zach has always believed in planting deep roots in everything he’s done, remaining committed long enough and working hard enough to watch his endeavors flourish over time. But for Zach, planting deep roots goes even further than commitment and hard work; it’s about staying true to his values and developing deep connections with the people in his life.
As an advisor, planting deep roots means providing his clients with customized financial advice and building a tailored, grounded, solid plan that helps protect their assets and grow what is most valuable to them and their families. It also means deeply valuing the connection he builds with his clients and their families, as an extension of his own.
Zach passed the Series 6, 63 and 65 securities exams and holds insurance licenses in multiple states. He earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, as well as the Life and Annuity Certified Professional (LACP) designation.