Investment Services

Connecting with Dorion-Gray offers financial cohesiveness. Our clients quickly recognize the enormous value of a true partnership with an experienced financial professional, one who understands your concerns, who has your continued success at heart. Our comprehensive institutional investment and wealth management services include:

• Overall Financial Planning
• Investments
• Insurance
• Children's or Grandchildren's Education
• Personal Income Tax Planning
• Family Business Succession
• Planning for Retirement
• Decisions at and During Retirement
• Estate Planning
• Intergenerational Wealth Transfer
• Wills and Trusts*
• Philanthropy
• Banking*
• Mortgages

Plus, we offer sound financial advice on a complete array of traditional and non-traditional investment vehicles:

Traditional
• Mutual Funds
• Certificate of Deposit
• Stocks
• Bonds
• Unit Investment Trusts

Non-Traditional
• ETF – Exchange Traded Funds
• Medical Receivables
• Non-Publicly Traded Real Estate Investment Trusts
• Hedge Funds
• Oil & Gas Investments
• SMA – Separately Managed Accounts

* Services offered through unaffiliated companies.