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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.

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
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
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
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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Latest Articles

Financial Planning for a Biden Presidency

Financial Planning for a Biden Presidency

Following the 2020 election, Biden is in the White House and Democrats hold the majority in Congress. While it’s a 50/50 split in the Senate, Vice President Kamala Harris can act as a tie-breaking vote, giving Democrats more leverage to pass legislation. With this current makeup, the likelihood of n...
8 minutes read
2021 Proposed Tax Changes

2021 Proposed Tax Changes

It’s hard to believe we are already several weeks into 2021! Here is a quick review of the current balance of power in Washington: Democrats have secured a slim majority in the house, split the senate 50/50 with Kamala Harris serving as the tiebreaker, along with a Biden presidency. So what do...
3 minutes read
Opening the back door to tax-free earnings

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 BackBack-Door Rothdoor Roth which is the conversion from a Traditional to a Roth IRA. B...
2 minutes read
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