Approachable wealth planning for the life you dream of
We believe everyone should have a plan for their money, especially since having one opens up so many opportunities. It’s our goal that you not only know what’s happening with your money, but feel more comfortable with and confident in your finances every time we talk.
WHO WE ARE
Get comfortable with your finances
Granite Wealth Management is a family-focused wealth management and advisory practice. We help our clients plan for and live the lives they dream of for themselves and their children.
We started Granite to create flexibility, autonomy, stability, and confidence for our clients. We also wanted to create a space for people to feel comfortable approaching money as their authentic, real selves.
As a small, multi-generational, family-focused practice, we know all our clients and their families. We care deeply about the ways money can impact you and your loved ones. We are here to listen to your needs, answer your questions, and guide you toward your goals and dreams in a welcoming and family-oriented environment.
Come meet us and get started.
HOW WE’RE DIFFERENT:
Family-focused, accessible wealth managers
Granite Wealth Management is known for taking a welcoming and accessible approach to wealth planning:
We are family-focused.
We care deeply about your family and their financial well-being. We have experience facilitating conversations about family finances and shepherding intergenerational wealth transfer.
We are approachable.
Our clients walk away from conversations with us feeling clear and confident. We are here to be good listeners and advisors, and you can ask us anything.
We are accessible & responsive.
We are a small practice, and that allows us to be highly accessible to our clients. If you need anything, you can call your advisor directly, and we respond quickly to client questions or requests.
We win when you win.
Our advisory services and fees are structured so that when we make an investment or place a trade on your behalf, it’s because it’s in your best interest financially. That’s what it means to be a fiduciary.
We believe all of this results in personal financial guidance and confidence in your financial choices, throughout the course of your life and the lives of those you love.
Never worked with a wealth manager before?
Explore our FAQs.WHAT IT’S LIKE TO WORK WITH US:
You have our undivided attention
Being there for our clients is our priority. We believe in building relationships based on trust, understanding, and clear communication. Here’s what you can count on as a client of Granite Wealth Management:
- You can always reach our practice’s leaders and your financial advisor.
- You can ask us any question you might have without fear or anxiety.
- We’ll make concepts clear so you can easily understand what’s happening with your money.
- We’ll communicate with you on the timetable and channels that work best for you.
- We’ll take the time to understand your life, needs, goals, and dreams so that we can work together to create a plan that gets you there.
MEET OUR TEAM
Financial advisors with your best interest at heart
JOIN OUR TEAM
We’re expanding our family of financial professionals
We’re looking for new financial advisors to help our clients and their families confidently navigate life’s milestones and challenges.
If you’d like to be part of a small, client-focused team that helps clients grow and protect assets, live the lives they dream of, and create empowering legacies, please reach out.
