Justin Klunder, CFA

“No two people are alike, no two families are the same, so we make sure the planning and preparation we do for clients is specific to their needs and adaptable to a changing environment.”

As CEO, CIO and Partner of Gray Private Wealth, LLC, Justin is responsible for the day-to-day management of the company, as well as helping clients to build wealth and protect assets.  He understands that client relationships are built on trust and the confidence that their advisor has the skills necessary to navigate the financial landscape. Justin’s in-depth understanding of markets, combined with a down-to-earth approach to working with people and sharing his knowledge, inspires confidence in clients. Justin takes great pride in giving clients the power to do more with their money and their lives.

Justin’s forte is analyzing investment portfolios and developing customized investment strategies that are designed to meet the personal and financial goals of clients. He is particularly adept at creating tax-efficient solutions aimed at preserving capital while growing portfolio value over time.

Justin joined Gray Private Wealth in 2015 after serving as an investment officer for a Pennsylvania-based investment advisory firm, where he was a member of a small team that managed more than $1 billion in client assets. A graduate of The College of Charleston, Justin is a member of the CFA Institute, the CFA Society of Boston and the CFA Society of Philadelphia.