Promenade Wealth

Promenade Wealth

Anita Gray founded Promenade Wealth in 2019 in North Bend, Washington, launching a solo advisory practice after a career that spanned large national broker-dealers and smaller independent advisory firms. She anchored the firm on a core belief that ethical standards must align the firm's success directly with its clients' best interests, adopting a comprehensive financial planning model as the first step in every client engagement. Promenade Wealth builds its investment approach on a foundation of holistic financial planning, not product sales. The firm structures client portfolios in partnership with Dimensional Fund Advisors, while Charles Schwab provides custodial services. Gray's methodology emphasizes frequent plan reviews to maintain alignment with each client's evolving goals and circumstances. While the firm publicly discusses working with individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations, it does not disclose specific holdings or asset-class weightings. Gray is the sole named principal and a CFP® professional, having started her financial services career in 2006 after a decade in travel and tourism. Originally from the UK, she has lived in the Pacific Northwest for more than 20 years. Promenade Wealth does not disclose total assets under advisement or a team headcount, and the firm operates from a single office in North Bend with no adjacent vehicles, philanthropic foundations, or co-investor clubs publicly noted. Promenade Wealth's structure reflects a deliberate move toward the solo, fiduciary-model RIA — a break from the institutional broker-dealer environment where Gray began her career. The firm's value proposition rests on a single individual's judgment and the CFP® standard, making succession and continuity the natural structural questions that any client or counterparty would eventually need to address.