PARISI GRAY WEALTH MANAGEMENT, LLC

Overview

Parisi Gray Wealth Management, LLC is an independent registered investment adviser that manages portfolios for individuals and families with a strong emphasis on equity exposure and model-driven allocation. The firm operates as a capital allocator: it constructs core equity sleeves using exchange-traded instruments and mutual funds, while selectively outsourcing specialty exposures to third-party managers where the firm believes active external management or niche strategies add value. Their business centers on fee-based portfolio management and financial planning, with discretionary authority on the vast majority of client assets. Parisi Gray does not position itself as an ESG-focused investor. Investment preferences tilt toward liquid, tradable equities and ETFs for core beta exposure, combined with targeted use of alternative strategies to broaden return drivers and reduce correlation to public markets. The firm also performs manager selection for clients when outside advisers or specialist managers are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices