The Team

Perry Teplitsky

Perry is the trusted guide at GrayHawk Financial Services, helping clients take control of their financial future with confidence and ease. His investment philosophy centers on one key principle – how can we achieve your goals while taking the least amount of risk possible? Perry understands that most people want to protect what they’ve built without sacrificing growth, so he designs strategies that balance caution with progress. Whether you’re planning for retirement, growing wealth, or ensuring your family’s long-term security, Perry tailors each plan to reflect what matters most to you.

Many clients tell Perry they worry about market uncertainty or making the wrong decisions. Perry often asks, “What’s ultimately driving your concern about risk?” This opens up conversations that allow him to fully understand the fears and motivations behind financial decisions. By addressing these core concerns and laying out clear, conservative strategies, Perry helps clients feel in control and confident in their path forward. His focus isn’t on selling products – it’s about guiding clients to solutions that fit their lives. “How would it feel to know your investments are growing, but you’re not exposed to unnecessary risk?” This approach allows clients to envision success with peace of mind.

Perry’s clients consistently express how much they value the personal attention and genuine care he brings to every interaction. He takes the time to ask the right questions and listens deeply, ensuring each plan evolves with the client’s goals and life changes. Perry’s ability to combine a cautious investment strategy with meaningful results makes him an essential partner at GrayHawk Financial Services. “If we could help you reach your goals without taking on additional risk, would that be worth exploring together?” With Perry, clients feel supported, understood, and empowered to build their financial future with confidence.