Comprehensive Financial Planning
With a comprehensive financial plan, our clients have the knowledge necessary to make thoughtful decisions about the future. They also have the discipline needed to stay on track. Most importantly, they have 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.
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.