Broker Check

Who We Are

Building and preserving legacy and multi-generational wealth in families takes hard work, commitment, experience and knowledge. We at Grafton Wealth Advisors know about that because we are not only a close-knit team of wealth advisors and planners, we are a family.

Our Team

We are passionate about serving families, businesses and the community, and we use a team approach to provide creative, client-centered strategies to grow and preserve your legacy. Let our family tree help you develop and manage your family wealth with confidence.

William D. Grafton IV, CFP®, CEPA®

William D. Grafton IV, CFP®, CEPA®

Managing Partner
Private Wealth Advisor

Sarah E. Grafton

Sarah E. Grafton

Managing Partner
Private Wealth Advisor

Dexter J. Grafton, CPFA™, CFA®

Dexter J. Grafton, CPFA™, CFA®

Managing Partner
Private Wealth Advisor

William D. Grafton III

William D. Grafton III

Senior Relationship Manager

Tanya M. Carroll, AAMS™

Tanya M. Carroll, AAMS™

Senior Relationship Manager

Percy Canteenwalla

Percy Canteenwalla

Senior Relationship Manager
Financial Advisor

Our Mission

Our Mission

We strive to preserve and develop our clients’ multi-generational wealth and help to create your family legacy. We focus on your particular needs and interests to create a comprehensive wealth management plan that works for you and your family.

Our Approach

We at Grafton Wealth Advisors understand the complex web of comprehensive wealth management -- investing, planning, gifting, and risk management, and how that is shaped by your values, goals, health, family, work and interests.

Our Clients

Our Clients

Our clients are multi-generational high-net-worth individuals, families, and businesses who value a strong personal relationship with a team of wealth advisors with over 125 combined years of experience.  If your goals are to build wealth, protect assets, and create a legacy, we can help.

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