David Eisenhauer, CFP, CPA, CLU, and his team announced the launch of Greykasell Wealth Strategies, an independent registered investment advisor (RIA) with the SEC serving the intricate financial needs of high-net-worth individuals, families, and business owners. And the newly-formed RIA is a multi-custodial firm that utilizes Fidelity as its largest custodian. Working with Fidelity Investments gives Greykasell access to a wide range of products and services that can help them serve clients’ needs.
Eisenhauer – who will serve as the firm’s Chief Wealth Strategist – has more than 14 years of investment experience. Amd most recently at a prior firm, he and his team managed over $450 million in client assets across more than 100 households. Joining Eisenhauer at Greykasell is his entire team, including Cynthia Alyssa Pammett (Director of Operations) and Michael Kimbrough (Director of Investments), and his wife, Teri Eisenhauer, who serves as Office Manager.
Moving from a broker-dealer platform to a fee-based RIA, the Greykasell team works in a fiduciary capacity for supporting clients, with a focus on nurturing relationships and optimizing outcomes to create multigenerational wealth. And for individuals and families, the firm offers advisory, financial planning, wealth management and estate planning services, with an emphasis on tax considerations. For business-owner clients, the firm also provides business planning, succession support, employee and executive benefits planning, and qualified retirement plan design assistance. Family forms the foundation of the firm and Eisenhauer working closely with his wife, Greykasell is an amalgamation of his children’s names (Greydon, Kason and Ellie).
Before becoming a successful financial advisor, Eisenhauer started his career in financial services as an accountant at PricewaterhouseCoopers LLP, where he audited large public and private companies. And he has a B.S. in Business Administration from San Jose State University, and currently holds the Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) designations. Eisenhauer has also received several accolades over the years from financial media publications — a testament to his dedication to the profession and his clients.
KEY QUOTES:
“We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients. Our team of professionals, who have more than 50-years of combined financial services experience, will be well-equipped to not only provide clients a broad array of high-quality services that address their increasingly sophisticated needs but also help them navigate issues that are at the intersection of planning, investing and taxes.”
“Family comes first for me, and that familial culture extends to our clients. We get to know them personally, which allows us to craft customized financial plans to help them realize their goals and dreams. This approach is how we’ve been successful in the past and how, with the independence and flexibility of the RIA model, we plan to be even more successful going forward.”
- David Eisenhauer
“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. Taking the leap towards independence is an exciting milestone, and we are eager to support the team’s continued growth and steadfast focus on meeting the increasingly complex needs of their clients.”
- Rohit Mahna, head of client growth at Fidelity Institutional Wealth Management Services
