Our Approach



It all starts with a plan. In fact, it’s the heartbeat of Gratz Park Private Wealth. Listening helps us in identifying your goals, needs, and passions. We then plug-in Raymond James’ industry-leading tools to develop a personalized, adaptable financial plan that’s poised to help you achieve your goals.


Numbers are one thing. Satisfaction is another. At Gratz Park Private Wealth, we are only happy when you are. Before you become a client, we meet to make sure we’re a great fit and that you understand our process. As our client, you have our promise that the same level of care will be given throughout our relationship – not just at the beginning. Because we get to know our clients on a personal level, we understand who you are and your vision for the future. We’ll be with you every step of the way providing the knowledge and know-how you need to make the best decisions for you and your family.



A love of future stability is a passion we share with our clients. The other is our community. We live, work, and care deeply for the Lexington area and are committed to helping our community thrive. In fact, we believe the more you feel blessed, the more you should give back. By helping the Lexington community, we are helping our current and future clients live better lives now and in the future.

Gratz Park Private Wealth focuses on building long-term relationships that yield more than just financial returns.