Financial clarity for families building lasting wealth.
We help families make thoughtful, confident decisions about retirement, legacy, and the life they want to build.
WHO WE ARE
Approachable and accessible family wealth management advisors
Granite Wealth Management is a family-focused financial advisory firm serving individuals and families across Richmond and beyond. We believe wealth should be managed carefully, planned thoughtfully, and guided with a long-term perspective.
We’re here to help you make clear, confident decisions about your financial future.
OUR SERVICES
Financial advisory services for every aspect of your life
Your financial well-being is our top priority. We offer holistic wealth planning that considers every aspect of your life, from retirement and education funding to insurance and estate planning strategies.
Our suite of services includes, but is not limited to:
Retirement planning
Clarity and confidence as you move from accumulation to income.
Investment management
Disciplined strategies aligned with long-term goals.
Legacy & Estate Strategies
Thoughtful planning to support the next generation.
Education planning
Preparing for milestones without compromising your broader plan.
WHO WE SERVE
Focused on your family’s financial wellbeing
Growing, protecting, and passing on your legacy is at the heart of what we do. Our experience in family wealth planning helps to ensure that your assets are safeguarded for the future and your loved ones, while also making sure you can live a fulfilling life right now.
Our clients often ask us:
- What if I outlive my assets?
- How do I enjoy my retirement without running out of money?
- How can I transfer my hard-earned wealth to my children?
- How can I make sure my children (and their children) understand how to grow and protect their inherited wealth?
- How can I grow my wealth and effectively manage my finances while I’m juggling children, a career, and other goals?
If you have any of the above questions, or others, know that you are in good company. And you are not alone – we help our clients make plans for all of the above scenarios, just to name a few, every day.
OUR WHY
Wealth management, minus the intimidation
Money is a crucial tool for living the life you want and providing for those you love. But over 60% of Americans lack a financial plan (2024 Schwab Modern Wealth Survey). It’s a huge missed opportunity, but we get it. Wealth planning can feel overwhelming, difficult to understand, or even intimidating.
Granite Wealth Management exists to help increase your financial confidence and well-being. It’s our goal to make investment planning approachable, accessible, and even enjoyable.
Our team is here to listen to your needs, answer your questions, guide you based on your unique priorities and goals, and ultimately help you live your best life.
Explore resourcesLet’s start a conversation.
If you’re looking for experienced, steady guidance for your family’s long-term plan, we’d be glad to talk.