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Gray & Sergi Wealth Management Group announces new name, expanded team

Posted 10/21/26

CANTON — G & G Advisors, LLC has a new name, Gray & Sergi Wealth Management Group, reflecting an expanded advisory team and continued commitment to providing comprehensive, personalized …

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Gray & Sergi Wealth Management Group announces new name, expanded team

Posted

CANTON — G & G Advisors, LLC has a new name, Gray & Sergi Wealth Management Group, reflecting an expanded advisory team and continued commitment to providing comprehensive, personalized financial guidance to individuals, families and businesses throughout Northern New York.

John J. Gray Jr. and Angela M. Gray have spent nearly a decade building the wealth management practice alongside their CPA firm, combining investment management with proactive tax planning. The addition of wealth management advisor Romano Sergi strengthens the firm's capabilities and expands its ability to serve clients. Today, the three partners lead the practice together, bringing complementary strengths in portfolio management, insurance and tax-integrated strategies.

“Our name may be changing, but the relationships and principles behind our practice remain the same,” said John Gray. “We believe successful financial guidance begins with understanding each client's goals, family and long-term priorities. Romano's addition allows us to build on that foundation while offering an even broader range of expertise.”

A graduate of Clarkson University, Sergi holds a bachelor's degree in financial information and analysis and a master's degree in engineering management. He holds FINRA Series 7 and Series 66 registrations and a life insurance license, providing expertise in investment and insurance planning.

“I’m excited to join John and Angela and build on the relationships they have developed throughout Northern New York,” Sergi said. “Wealth management is about much more than investments. It's about understanding what matters to each client and developing strategies that reflect their goals, values and future. Trust and communication are essential to that process, and they are the foundation every decision at our firm is built on.”

Gray & Sergi Wealth Management Group offers comprehensive wealth and investment management, retirement planning, integrated tax planning strategies, insurance and annuities, trust and estate planning, wealth preservation, legacy planning, business succession planning and risk management.

The firm's approach recognizes that financial decisions are interconnected and often benefit from collaboration among financial and tax professionals. By coordinating investment strategies with tax considerations, the team helps clients pursue greater after-tax returns while managing risk and planning for long-term financial security.

Each financial plan is tailored to the client's individual circumstances, including financial goals, risk tolerance, tax considerations and future priorities.

As lifelong Northern New York residents, John Gray, Romano Sergi, and Angela Gray emphasize their commitment to building lasting relationships and helping clients navigate financial decisions through every stage of life.