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Welcome to Granite Harbor Advisors
At Granite Harbor, we provide comprehensive financial planning services to business owners and executives. This allows our clients to make informed decisions to create and preserve financial success through a combination of unique strategies. We also provide individual solutions in asset management, estate planning & wealth transfer, and insurance & risk management. We are dedicated to building meaningful relationships with our clients to better understand what they want and to help them get there successfully.
Comprehensive Financial Planning
As comprehensive financial advisors, we take pride in becoming the family’s Chief Financial Officer. We spend our time organizing, optimizing and maintaining the family’s entire financial picture so that our clients can spend more of their time doing what they enjoy. Our comprehensive approach gives our clients the knowledge to make thoughtful decisions about the future. They also have the discipline needed to stay on track. Most importantly, they have the confidence in knowing their plan will lead them to where they want to go.
Insurance & Risk Management
At Granite Harbor, we help business owners and executives make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management and retirement planning. We are dedicated to building meaningful relationships.
Asset Management
Every dollar invested has a goal. Whether it is used to buy a new home, pay for college, fund retirement, or leave to the next generation, each dollar our clients choose to invest has a purpose. At Granite Harbor Advisors, we articulate that purpose and create a logical, efficient, evidence-based portfolio.
Estate Planning & Wealth Transfer
When it comes to estate planning, we are taking on a responsibility that lasts multiple generations. We collaborate with all interested parties to define an effective “multi-generational” wealth plan. We accomplish this through the design, implementation and maintenance of creative estate planning techniques and custom designed life insurance strategies.
Harbor Briefs
The CARES Act Benefits for Businesses
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed by President Trump on March 27th, offers several relief options for struggling businesses during the COVID-19 pandemic. Some options preclude the ability to participate in other options, so...
The CARES Act Benefits for Individuals
The recent pandemic has resulted in a flurry of legislation, much of it with wide-ranging impacts for individual Americans and businesses. The result is an 880-page Act that gives Americans significant benefits and exemptions to help navigate the crisis. While the...
When Turbulence Hits, Fly the Airplane First
Nicholas Brown, CFA, CFP® How do you know when there’s a pilot at a party? Don’t worry – they’ll tell you. Some (ok, most) of our clients may know that I was a pilot in a previous life. A significant part of pilot training revolves around handling emergencies: what...
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