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1430 Broadway, Suite 700, New York, NY 10018

952-830-3441
Brianna.McClain@greyduckwm.com
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Financial Planning and Asset Management for Construction Professionals

Building wealth for those who help build America

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Grey Duck Wealth Management

We run a firm that specializes in financial planning and asset management for construction professionals. We endeavor to help our clients save and invest while they are working. Then, as they approach retirement, our specialty is translating their lifetime of saving and investing into a retirement income stream they can’t outlive.

We strive to help our clients create better financial outcomes at every stage by working on their cash flow and liquidity, tax-reduction strategies, and risk management.

Our Name

Grey Duck, is meant to symbolize our Minnesota roots and dedication to the future within Wealth Management. The game duck, duck, grey duck, as it is known in Minnesota, is more commonly known as duck, duck, goose to the rest of the country. We are not like the rest. We are not just any duck. We are the Grey Duck Wealth Management team.

Our Services

Whether for your business, family, or wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.


Financial
Planning


Asset
Management


Risk
Management

Why Work with Us

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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