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Knowledge • Confidence • Discipline

 

 

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.

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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.

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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.

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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.

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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.

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Harbor Briefs

Tax and Insurance services offered through Granite Harbor Group. Advisory Services offered through Granite Harbor Advisors, a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Granite Harbor Advisors unless a client service agreement is in place.
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TD Ameritrade, Inc. is one of the firms we use to custody our client assets. TD Ameritrade, Granite Harbor Advisors, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission.