After more than a decade in the broker-dealer space, one advisor is making a break for independence by opening his own firm. David Eisenhauer has officially launched Greykasell Wealth Strategies Inc., an RIA that aims to address the complex financial needs of high-net-worth individuals, families, and business owners.
"We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients,” Eisenhauer said in a statement.
According to his BrokerCheck profile, Eisenhauer has accumulated 13 years of experience in the investment industry as a broker and investment advisor at Northwestern Mutual.
Together with his team – which has more than 50 years of combined professional experience – Eisenhauer managed over $450 million in client assets for more than 100 households at his previous firm.
Based in Danville, California, the Greykasell team includes Cynthia Alyssa Pammett, director of operations; Michael Kimbrough, director of investments; and Teri Eisenhauer, the firm’s office manager, who also happens to be Eisenhauer’s wife.
Greykasell is named after their three children – Greydon, Kason, and Ellie – reflecting the firm’s family-focused ethos.
"Family comes first for me, and that familial culture extends to our clients," Eisenhauer said. "We get to know them personally, which allows us to craft customized financial plans to help them realize their goals and dreams."
Eisenhauer brings substantial expertise to his role as chief wealth strategist at Greykasell, where he aims to serve clients in a fiduciary capacity through a higher level of personalized service and financial advice.
The firm will provide comprehensive goals-based financial planning, wealth management, and estate planning services for its individual and family clients, with particular attention to tax implications and creating multigenerational wealth. For business owners, Greykasell will also cover business planning, succession planning, and retirement plan design.
The firm has chosen Fidelity Investments as its primary custodian, and also has a custodial arrangement with Charles Schwab.
"We are thrilled to welcome Greykasell to the Fidelity platform and look forward to providing the resources needed to further their personalized, client-centered approach," said Rohit Mahna, head of client growth at Fidelity Institutional Wealth Management Services.
Before embarking on a career as a financial advisor, Eisenhauer worked at PwC, where he audited large public and private firms.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
