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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
Opening the Back Door to Tax-free Earnings
As covered in our 401(k) - Super Roth article, a Roth IRA offers an attractive tax benefit. But, what do you do if you do not have a 401(k) or your 401(k) does not allow post-tax contributions? The answer is the Backdoor Roth which is the conversion from a...
What Do I Do Now?
Mostly gone are the days where someone spends their entire career working for one company. Talented executives have become “free agents” and can transition between companies as needed. When planned, these job transitions can be an exciting time. Sometimes factors...
Is It Time? Do I Need a Financial Advisor?
In the 21st century, endless information is accessible in the palm of our hands. With a few clicks, we can find the basic information we need to make financial decisions quickly and easily. But for some of us, basic information is not enough. Additionally, we tend to...
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