Welcome to
of combined experience
assets under management
of volunteer work contributed YTD
At Grey Ledge Advisors we are with you every step of the journey, guiding you toward your financial goals.
Placing your best interests before our own is the foundation for all the investment advice we provide. Whether you’re an individual investor, a business owner, a charitable organization, or a financial institution — our experience and our role as a fiduciary will help get you where you need to be.
Our team of wealth management advisors is experienced, knowledgeable, personable, and most importantly — accessible. As your circumstances change, so do our recommended strategies to ensure your investments remain aligned with your evolving goals and objectives.
Who We Serve
No matter what your financial goals are, Grey Ledge Advisors’ team of experienced and knowledgeable wealth management advisors are here to guide you. We’ll strive to grow your investment, make your business more competitive, prepare you for retirement, and advise you on all manner of fiduciary issues. Learn more about how we can help you reach new financial heights.
Meet The Team
Meaningful losses feel as real at $10 million as they do at $1 million. Wealth may increase your capacity to withstand volatility, but it doesn’t automatically raise your comfort level with it. In many cases, it does the opposite: once you’ve built something substantial, the fear of going backward can become even more intense.
Grey Ledge Advisors (GLA), a wholly owned subsidiary of Ascend Bank, is pleased to announce the appointment of Michael Schulitz, CAIA, CFP®, as President. Michael joins GLA as the firm continues its strong trajectory of growth and commitment to delivering an exceptional client experience.
Many small business owners wonder if their company is financially and organizationally ready to offer a retirement plan. It’s an important decision that involves weighing your business’s financial health, the needs of your workforce, available plans, and how to sustain the plan longterm.
Thoughts from the Ledge covers topics such as wealth management, retirement solutions, current economic conditions and more. We are excited to share our views and timely insights as the market and economy dictate.
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