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 designed to allocate every dollar towards your goals, present and future. As a fiduciary investment advisor, we're always prioritizing our clients' needs above all else. We truly believe in delivering the fastest and most efficient customer service possible while also being there for any event life may throw at you.
​Our mission is to empower clients in growing wealth through financial literacy, budgeting, financial planning, investment management, and risk management. We are dedicated to guiding you towards financial success, and regardless of your income, we can build you a path to pay off debt and grow wealth.
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Thinking about changing advisors? Not sure what to do with all of those retirement accounts? Or maybe you just need a review of what you have in place. We're happy to go over your options and let you know how we can help.
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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
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. I am a 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. Seriously, let's go play 18 somewhere.
Throughout my career, the most fulfillment I've experienced has been helping clients take control of their finances and being a partner for building financial security. There is nothing quite like the feeling when helping a family get free of debt and put away money for the future, and just knowing the steps we're taking today will benefit them the rest of their lives. Being able to save clients time, reduce financial stress for them and their families, and assist them through life's many challenges allows my clients focus on what's important to them. I started Gray Colt Financial Planning to continue do just that, and after working for multiple brokerage firms, banks, financial institutions, I am thrilled to be able to start serving my clients as an independent investment advisor. Over the years and roles, I've found myself specializing in assisting with retirement and income planning for anyone at any age, but am happy to take a look at any situation. As a CFP® professional, I operate as a fiduciary fee-only advisor, meaning I have your best interests in mind and that's it. I don't receive payment from anyone but you. No one is paying me commissions to push their products or use their specific services, I choose what is best for my clients based on their specific situations and the costs associated. Even if you don't think you have enough money for an advisor or don't need one, feel free to reach out and we can see how I can help. Please email me at MatthewGrelck@GrayColtFinancialPlanning.com or click on Email me below!
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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.