Parisi Gray Wealth Management, LLC

Parisi Gray Wealth Management, LLC is a registered investment advisor established in January 2016, located in Mendham, New Jersey. The firm specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, Parisi Gray upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate potential conflicts of interest. The firm provides wealth management services, including customized investment advisory solutions, financial planning, and consulting services. For wealth management services, clients are charged a combined fee for investment management and financial planning services based on the market value of assets under management. The fees range up to 2.00% annually and are paid quarterly in advance. Parisi Gray primarily employs fundamental, technical, and cyclical analysis methods in developing investment strategies for its clients. The firm's investment approach is primarily long-term focused, but positions may be bought, sold, or reallocated as needed. The firm manages $689,911,655 in client assets as of December 31, 2024, with $679,851,313 managed on a discretionary basis and $10,060,342 on a non-discretionary basis. Parisi Gray does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to place reasonable restrictions on the types of investments held in their portfolios. The firm also provides information about the background and qualifications of its key personnel, John F. Parisi and David P. Gray, in compliance with regulatory requirements.