Former Northwestern Mutual advisor launches own RIA

investmentnews.com:

After more than a decade in the broker-dealer space, one advisor is making a break for independence by opening his own firm. David Eisenhauer has officially launched Greykasell Wealth Strategies Inc., an RIA that aims to address the complex financial needs of high-net-worth individuals, families, and business owners.

“We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients,” Eisenhauer said in a statement.

According to his BrokerCheck profile, Eisenhauer has accumulated 13 years of experience in the investment industry as a broker and investment advisor at Northwestern Mutual.

Together with his team – which has more than 50 years of combined professional experience – Eisenhauer managed over $450 million in client assets for more than 100 households at his previous firm.

Based in Danville, California, the Greykasell team includes Cynthia Alyssa Pammett, director of operations; Michael Kimbrough, director of investments; and Teri Eisenhauer, the firm’s office manager, who also happens to be Eisenhauer’s wife.

Greykasell is named after their three children – Greydon, Kason, and Ellie – reflecting the firm’s family-focused ethos.

“Family comes first for me, and that familial culture extends to our clients,” Eisenhauer said. “We get to know them personally, which allows us to craft customized financial plans to help them realize their goals and dreams.”

Eisenhauer brings substantial expertise to his role as chief wealth strategist at Greykasell, where he aims to serve clients in a fiduciary capacity through a higher level of personalized service and financial advice.

The firm will provide comprehensive goals-based financial planning, wealth management, and estate