About Us

Our Mission

We believe every client deserves to enjoy the process of building their financial ark, and they should be surprised by the level of transparency and service they receive along the way.

Meet the Team

With more than 20 years of wealth management experience, Jerry specializes in guiding his clients through transitions, whether that be retirement, divorce, or widowhood. His tailored services and strategies help set clients up for the retirement they dream of, overcoming challenges and taking advantage of opportunities along the way. Jerry is a former golf pro who would play every day if he could! Inspired by his sports coaching background, he aims to motivate and empower pre-retirees and retirees to achieve predictable savings results, giving them the ability to feel secure about their future. Jerry is known for going the extra mile for his clients and building relationships that make his clients feel like family.
When he’s not working (or playing golf), Jerry loves spending time with his wife, Lisa (whom he’s known for 40 years!), and their two grown daughters, Riley and Josie. You can often find him working or relaxing at his beach house in South Bethany, Delaware. To learn more about Jerry, connect with him on LinkedIn.

Senior Wealth Advisor

W (201)-612-6626
jerry.clark@accurateadvisory.com

Born and raised in New Hampshire and now a recent resident of New Jersey, Grayson is a dynamic Investment Advisor Representative embarking on his career in wealth management with a dedication to excellence and a genuine passion for helping others achieve their financial goals. Grayson brings with him a strong devotion and a fresh perspective to the financial services industry. With a Bachelors in Business Marketing from James Madison University, he possesses a good knowledge in strategic planning, financial markets, and client relationship management. Grayson holds a Series 65, Series 63, and Series 6 licenses and is aspiring to become a Certified Financial Planner in the future. His outgoing nature, approachable demeanor and a deeply ingrained desire to assist others, equip Grayson with the necessary tools to be a trusted advisor.
Outside of work you will find him on the golf course where his commitment to precision, and dedication to continual improvement, mirror his professional ethos. Grayson also enjoys spending time outdoors boating on the lake or skiing in the mountains.

Wealth Advisor

W (551) 310-2497
grayson.goulet@accurateadvisory.com

Carole enjoys assisting and supporting clients with the execution of paperwork as they onboard, as well as performing day-to-day maintenance of client accounts. She also manages the calendar for the team, assists in client communication, and strives to ensure exceptional service for our clients.
Prior to joining Jerry’s practice in March of 2019, Carole worked at a fast-growing Registered Investment Advisor for eight years servicing and training over 450 financial advisors and their staff in the advisor resource center, as well as assisting in the deployment of several compliance systems for the firm.
While Carole holds her honors bachelor’s and master’s degrees in music, she has made herself known to be an administrative professional for both law firms and financial companies in need of skills in customer service, editing, databases, organization, and performance reporting.
In her free time, Carole enjoys singing in her community, teaching private voice lessons, and spending time with her husband, Scott, and their children, Miles and Melody.