Gray Colt Financial Planning
Comprehensive Financial Planning Services
Illuminating Your Potential Future
GRAY COLT FINANCIAL PLANNING
ABOUT US
Gray Colt Financial Planning provides comprehensive financial planning services, always prioritizing clients' needs. Our personalized financial solutions and asset management services ensure your financial success.
​Our mission is to empower clients in growing wealth through financial literacy, budgeting, financial planning, investment management, and risk management. We are dedicated to your financial success.
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We want to be there every step of the way for each stage in your life. We’re here to help even if you're just figuring out how to build your first budget, finance a large purchase, or start on the path towards building wealth. Or if you are ready for retirement, have already built a healthy portfolio, and just need a second pair of eyes, we can analyze risk on your current investments, and offer suggestions on estate/tax planning as well as your insurance needs.
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​More people than ever before are entering retirement and transferring/inheriting wealth, and they have a lot of questions. Let's make sure you're prepared to make the best decisions possible and plan appropriately.
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Serving Pinellas County and the Tampa Bay Area in person, but more than happy to work with you remotely nationwide.
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Check out our FAQ for more info
About
Matthew Grelck, CFP®
I am a CERTIFIED FINANCIAL PLANNER® practitioner and Financial Advisor with over a decade of experience in banking, lending, and financial services, serving St. Petersburg, Tampa, and the Greater Pinellas area in person, but happy to work with anyone nationally. I'm married to my wonderful wife Taylor and have two boys: Grayson and Colton. Big sports fan and I originally grew up in Chicago, so I'm a Cubs and Blackhawks fan, but after living here for seven years, I definitely root for the Bucs, Lightning, and Rays. When I'm not spending time with family, researching financial products, creating portfolios and planning for clients, I'm always open for a round at one of our amazing golf courses.
Throughout my career, the most fulfillment I've experienced has been helping clients make positive financial decisions and seeing their goals come to life. Being able to save people time, reduce stress, and assist them through life's many challenges allows my clients focus on what's important to them, which is exactly why I started Gray Colt. Working for multiple brokerage firms, banks, and financial institutions has given me the breadth of experience that allows me to provide the best possible solutions for my clients, and I wanted to do that in the most direct and cost efficient way possible.
As a fiduciary, I'm dedicated to putting my clients' needs first. That means that I am paid by you, the client, and that's it. No commissions from insurance agencies, brokers, etc., my loyalty is solely to my clients.
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Contact me below for a free consultation or if you would like more information about me personally!
OUR SERVICES
Financial Literacy
Budgeting and Planning
We provide educational resources to enhance financial literacy and empower clients to make informed decisions about their finances.
Our on demand educational seminars cover a wide range of topics to support financial growth and stability.​
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Just getting started saving? We're happy to help anyone at any age start on the right path!
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Wealth Management
We offer tailored investment advice based on individual financial goals and risk tolerance. Our aim is to maximize returns while managing risk, helping clients build a strong financial portfolio for the future. Let's put your money to work with our custom portfolios designed with your preferences at the forefront.
Lifetime Planning
Planning for retirement and your major goals is crucial, and we assist clients in creating personalized plans that align with their lifestyle and financial objectives. Whether that's getting started saving for retirement, projecting whether you'll be able to retire on time, or even making sure your estate and tax affairs are in order, if you have questions or feel overwhelmed, we're here to help!
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Our goal is to help clients achieve financial security and peace of mind during their retirement years and all phases of life.