Important information, made easier to find.

The information provided on the Greyrock Private Wealth ("Greyrock") website is intended to provide general information about our firm, our approach to wealth management, and financial planning topics that may be of interest to visitors.

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Please review the following important disclosures before relying on information presented through this website.

 

General Information

The information contained on this website is provided for general informational and educational purposes only.

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Nothing on this website should be construed as personalized investment, financial, tax, accounting, legal, insurance, or other professional advice.

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Information presented on this website may not be appropriate for every individual. Financial decisions should be made based on your individual circumstances, objectives, financial position, risk tolerance, time horizon, tax considerations, and other relevant factors.

 

Investment Advisory Services

Information presented on this website regarding investment management, financial planning, retirement planning, or other wealth management services is intended to describe Greyrock Private Wealth's services and general approach.

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Accessing this website, submitting a contact form, subscribing to communications, or speaking with a representative of Greyrock Private Wealth does not, by itself, establish an investment adviser-client relationship.

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An advisory relationship is established only after the appropriate agreements have been executed and applicable onboarding requirements have been completed.

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Services, fees, investment approaches, and other terms applicable to an advisory relationship will be governed by the applicable client agreement and regulatory disclosures.

 

No Offer or Solicitation

Nothing on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, investment product, investment strategy, or financial transaction.

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Information made available through this website should not be interpreted as a recommendation that any particular investment, strategy, service, or course of action is appropriate for you.

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Investment Risk

Investing involves risk, including the potential loss of principal.

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There is no assurance that any investment strategy, financial plan, portfolio, or recommendation will achieve its objectives.

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Past performance is not indicative of future results.

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Market conditions, economic developments, tax laws, interest rates, inflation, individual circumstances, and other factors may affect investment results and financial planning outcomes.

 

Financial Planning

Financial planning involves evaluating multiple aspects of an individual's financial life and may include considerations related to retirement, cash flow, investments, taxes, Social Security, insurance, estate planning, business ownership, and other financial matters.

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Financial plans and projections are based on assumptions and information available at a particular point in time.

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Actual results may differ from projections or expectations due to changes in financial markets, tax laws, economic conditions, personal circumstances, spending, longevity, inflation, interest rates, and other factors.

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Financial planning should be viewed as an ongoing process rather than a guarantee of any particular financial outcome.

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Retirement and Retirement Income Planning

Any information regarding retirement planning, retirement income, withdrawal strategies, Social Security, longevity, or similar topics is provided for general educational purposes unless specifically provided as part of an established advisory relationship.

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Retirement projections involve assumptions about future events that cannot be predicted with certainty.

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No retirement income strategy can guarantee a particular level of income, investment return, tax result, or protection from loss.

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Tax and Accounting Information

Greyrock Private Wealth may incorporate tax considerations into financial planning and may coordinate with accounting and tax professionals when appropriate.

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Any tax-related information presented on this website is general in nature and should not be considered individualized tax or accounting advice.

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Tax laws and regulations are complex and subject to change. The tax consequences of any financial decision depend on an individual's specific circumstances.

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Clients and website visitors should consult an appropriately qualified tax or accounting professional regarding their individual tax situation.

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Estate Planning and Legal Information

Greyrock Private Wealth may assist clients in identifying estate-planning considerations and coordinating financial strategies with attorneys and other professionals.

Greyrock Private Wealth does not provide legal advice through this website.

Information regarding estate planning, trusts, beneficiaries, asset transfers, or other legal matters is provided for general informational purposes only.

Individuals should consult a qualified attorney regarding their specific legal and estate-planning needs.

Social Security Information

Information regarding Social Security benefits, claiming strategies, or retirement benefits is provided for general educational purposes.

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Eligibility, benefit amounts, rules, and claiming considerations depend upon individual circumstances and applicable government requirements, which may change over time.

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Greyrock Private Wealth is not affiliated with or endorsed by the Social Security Administration or any other government agency.

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Coordination With Other Professionals

Greyrock Private Wealth may coordinate with accountants, tax professionals, attorneys, insurance professionals, and other advisers when appropriate as part of a client's broader financial planning process.

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References to coordination with other professionals should not be interpreted as a guarantee regarding services, outcomes, or recommendations provided by those professionals.

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The services provided by separate professionals or entities are subject to their respective agreements, responsibilities, professional standards, and regulatory requirements.

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Affiliated Accounting Relationship

Greyrock Private Wealth works in coordination with an accounting firm to help provide clients with a more integrated approach to financial planning, wealth management, accounting, and tax considerations.

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Investment advisory services and accounting or tax services may be provided by separate entities and may be subject to separate agreements, fees, professional responsibilities, and regulatory requirements.

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The availability or scope of coordinated services may vary depending on the client's circumstances.

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Additional information regarding the relationship between Greyrock Private Wealth and any affiliated or partnering accounting firm will be provided where applicable.

 

Third-Party Information and Links

This website may contain information obtained from third-party sources or links to third-party websites.

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Greyrock Private Wealth does not guarantee the accuracy, completeness, or timeliness of information provided by third parties.

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Links to third-party websites are provided for convenience or informational purposes and do not necessarily constitute an endorsement, recommendation, sponsorship, or affiliation.

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Visitors accessing third-party websites are subject to the terms, privacy policies, and practices of those websites.

 

Testimonials, Endorsements, and Third-Party Ratings

From time to time, Greyrock Private Wealth may display testimonials, endorsements, reviews, awards, rankings, or third-party ratings where permitted.

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Any such content reflects the experience, opinion, or methodology applicable to the particular testimonial, endorsement, review, award, ranking, or rating and should not be interpreted as a guarantee of future performance or results.

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Where required, additional disclosures regarding compensation, conflicts of interest, selection criteria, methodology, or other material information will accompany the applicable testimonial, endorsement, or third-party rating.

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Educational Content

Articles, videos, guides, social media content, newsletters, downloadable materials, calculators, and other educational resources made available by Greyrock Private Wealth are intended for general informational purposes.

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Such materials should not be interpreted as individualized advice or a recommendation to take a particular financial or investment action.

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Information may become outdated as laws, regulations, markets, economic conditions, and planning practices change.

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Website Accuracy

Greyrock Private Wealth seeks to provide accurate and useful information but does not guarantee that all information presented through this website is complete, current, or free from error.

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Website content may be updated, modified, or removed at any time without notice.

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Visitors should not rely solely on website content when making significant financial, investment, tax, accounting, estate-planning, or legal decisions.

 

Privacy and Security

Please do not transmit Social Security numbers, financial account numbers, passwords, investment account credentials, or other sensitive financial information through standard website forms or ordinary email unless Greyrock Private Wealth specifically provides a secure method for doing so.

For additional information regarding website data practices, please review our Privacy Policy and Cookie Policy.

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Regulatory Information

Additional information regarding Greyrock Private Wealth, its investment advisory services, fees, conflicts of interest, disciplinary history, and other material information may be available through applicable regulatory filings and disclosure documents.

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Prospective and current clients should carefully review all applicable advisory agreements and regulatory disclosure documents before engaging Greyrock Private Wealth.

 

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Important Limitation

Nothing contained on this website is intended to waive or limit any rights that an investor or client may have under applicable federal or state securities laws.

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To the extent that any statement on this website conflicts with applicable law, regulation, regulatory filing, client agreement, or required disclosure, the applicable law, filing, agreement, or disclosure will control.

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Contact

Questions regarding these disclosures may be directed to:

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Greyrock Private Wealth
Email: zachbostic15@gmail.com
Phone: (864) 838-9925
Website: www.greyrockprivatewealth.com