Grey Ledge Advisors, LLC

Grey Ledge Advisors, LLC is a registered investment advisor based in Guilford, Connecticut, operating as a subsidiary of Ascend Bank. The firm provides discretionary investment management, ad-hoc consulting, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. When managing portfolios, Grey Ledge Advisors tailors allocations to each client's specific goals, risk tolerance, and tax considerations, using individual stocks, bonds, exchange-traded funds, mutual funds, and real estate investment trusts. The firm may also utilize third-party independent managers for specific investment strategies. In addition to investment management, Grey Ledge Advisors offers financial planning to address broader financial goals and ad-hoc consulting for clients who do not need continuous portfolio monitoring.