832-461-0789
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
Keys to Effectively Setting and Reaching Goals
Have you heard the saying, “you can do anything if you set your mind to it”? Well, there is a lot of truth to that statement. The real question is, how do we “set our mind to it” effectively? The answer is in effective goal setting. This short article will outline...
Is This Risk Worth Taking?
Have you ever been faced with a difficult decision? Not sure which way to go because you didn’t fully understand the risks involved? Much like playing cards, there are times where we need to fold, and move on, and there are times where we should stay in the game...
From the Outside Looking In
Have you ever wondered why you look different in pictures than you do in the mirror? How about why doctors go to see another doctor for their regular check-up? Why do schools request our own children be evaluated for gifted and talented classes by a professional?...
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