The Filigree Process

About Filigree Wealth

The style know as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs. Their craftmanship required a high degree of care and attention.  Their creations were difficult to create and painstakingly finished by hand. As a result of their meticulous attention to detail, no two pieces of art using the filigree technique are exactly alike.

Founders Gerald Graves and Chris Dudley created Filigree Wealth Advisors after many years of experience as investors, industry executives, and advisors. Based upon the belief that everyone should have a customized portfolio, we believe the “Filigree” style of craftmanship aptly portrays our client-centered approach to wealth design and management. Valued assets are the materials of our trade.  The aspirations of the client are the art that forms the strategy. Combined they create lasting, customized wealth strategies and investment portfolios.