Awards and Industry Recognition


Top Wealth Management Teams Best-In-State
America’s Top Wealth Management Teams
America’s Top Wealth Advisors
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2020 • 2019 • 2018


Top 100 Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018
Top 50 Private Wealth Management Teams
2020 • 2019
Top 100 Private Wealth Management Teams
2022 • 2021
Hall of Fame
Top 1,200 Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018
About The Gray-Polverini Group

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


Wealth Planning

J.P. Morgan Summer Reading List 2024

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Wealth Planning

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Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.