Parisi Gray Wealth Management, LLC
For 30 years, our professionals have been providing financial advice and wealth management services to a select group of clients requiring sophisticated financial solutions. Our passion is providing specialized advice and highly personalized service for individuals and families who require confidentiality and discretion around complex financial situations.
Founded by John Parisi, PGWM has its roots in Wall Street. After a successful career as an institutional bond trader at Merrill Lynch, John moved into Private Client Wealth Management to align work with his passion of protecting and building assets. On departing Merrill Lynch, John, and his longtime partner David Gray, decided to establish PGWM in beautiful Bedminster, NJ, far from the distractions and ambitions of Wall Street bankers and product salesman. Bedminster is home to the United State Golf Association and the US Equestrian Olympic team, and is only 40 minutes west of Manhattan. While we routinely make “house calls” to clients worldwide, our Bedminster home provides the peace of mind and space to think independently and work with clients to achieve their goals, dreams and aspirations. Our customized financial and investment management strategies allow our clients to focus on their careers and lives, with the knowledge that their wealth is being managed in direct alignment with their personal goals and values. While we have numerous strategic partnerships with attorneys, trust officers, business managers, accountants, and other professionals, we work under a format of open architecture, which means that we actively coordinate with your preferred outside advisors. Whether it’s our network or yours, we are committed to creating and integrating a team that leverages elite services with historical knowledge and personal insights. Our client demographics consist of household net worth ranging from a few million to a few hundred million, with relationships globally. The principals that founded Parisi Gray Wealth Management believe that personalized financial service is what makes our business rewarding — earning client trust over the years and working across all generations of a family.
Address: 350 Main Street, Suite 1 Bedminster, NJ 07921, USA
Phone: +1 973 358 4921
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