Who We Are
Dorion-Gray offers comprehensive planning and asset management services, directed by experienced professionals, who hope to attain your trust and confidence over time. We do more than invest money. We want to know your personal history, perspectives, and vision for the future. Only then do we approach the financial part of your life and assemble a well-rounded plan that integrates all aspects of your financial situation, from investments to insurance. Our goal is to build long lasting relationships with our clients.
Our mission is to be a family and community minded company that helps support and navigate clients through life's critical events.
Our clients experience a unique path to financial planning through our Total Vision Approach. The eight step process we utilize serves as touchstones to insure our commitment to you as an individual. We listen first, and then provide a personal plan and seamless service aimed at simplifying and enriching your life.
- Financial Planning
- Investment Management
- Estate Planning*
- Tax Planning*
- Retirement Planning
- Education Planning
- Insurance Planning
- Intergenerational Planning
- Long-Term Care Planning
- Social Security Analysis
- Healthcare and Medicare Analysis
- Retirement Benefit Analysis
- Income For Life Management
- Financial Plan Updates
- Invitations to Educational Events
*Tax and Estate Planning Services are coordinated with the appropriate tax and legal professionals.
In providing portfolio management, our investment allocations are determined by our Investment Committee.
The Investment Committee is comprised of top professionals at Dorion-Gray. Each professional comes to us with different strengths and specific skills, including the ability to research assigned topics, so we can intelligently reflect and project informed points of view as a precondition for weighing each piece of market intelligence we've gained.
Our key managers look at your individual portfolio and goals when we make our decisions. Of each manager we ask: What opportunities do we see coming up? What concerns us the most? We then debate the merits of each recommendation before reaching a consensus.
Essentially it comes down to this: in today's markets our primary goal is to minimize risk. We want to participate when appropriate, protect when necessary, and grow client assets over time. It takes more work to pro-actively manage your portfolio. Yet, we've found the rewards are significantly better. Simply put, your long-term success is the lifeblood of our business!