Wealth PartnersThe Gray-Polverini Group
Awards and Industry Recognition
Forbes
Barron's
We address the sophisticated needs of legacy families and founders, co-founders and C-suite executives of private and public companies. Our team brings an unparalleled level of service and intensive attention to the details of each scenario. Together with the vast resources of J.P. Morgan, we act as your lead advisor, orchestrating and delivering a full spectrum of wealth management services via a seamless, bespoke experience.
Our team is centered on two complementary offerings that are critical for families of significant wealth to design a path forward that will help you make the best use of your assets.
Multi-generational wealth planning
We serve as your ally and thinking partner to make sure that your wealth management is tailored to your personal values and family dynamics.
> Trust and estates
> Lending
> Personal banking and commercial banking
> Cash and liquidity management
> Philanthropic giving
> Next-gen education
By coordinating with your outside advisors, including estate attorneys and accountants, we help ensure that your financial picture works in concert toward your most important aspirations.
We understand the need to prepare the next generation to be good stewards of your family's wealth and reputation. Our team trains them on best practices to help retain the continuity of your family's legacy.
Investment management
Our investment management approach is tailored for wealthy families, and we have designed a consistent investment process that manages risk, is tax efficient, and leverages esoteric opportunities not commonly available to the typical investor. Our mission is to protect and responsibly grow your portfolio over time.
Investment approach
We build high-end, discretionary models using a range of investment vehicles, including equities, fixed income and alternative investments.
In addition to these foundational strategies, we source innovative investment opportunities tailored to your nuanced and individualized objectives.
We believe that process and discipline are the keys to long-term investment success.
Meet Our Team
Insights
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read Now
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read Now
Options for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowOil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWhat is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWhat are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWhat are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowAI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowOptions for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now