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Your Wealth. Your Way.

Welcome to Granite Harbor Advisors

At Granite Harbor, we provide comprehensive financial planning services to business owners, executives, and affluent families. 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

How to Create Liquidity by Selling a Business to an ESOP

How to Create Liquidity by Selling a Business to an ESOP

Selling a closely held business can be an incredibly complex process that requires a lot of thoughtful planning. For business owners, two challenges often come to the forefront: finding a buyer and creating a liquidity event for the business owner. Selling a business to an employee stock ownership p...
5 minutes read
Why Average Rate of Return is Not the Key to Retirement Income Planning

Why Average Rate of Return is Not the Key to Retirement Income Planning

Many investors use the average rate of returns as one of their primary metrics for assessing portfolio performance. In your earning years, the average rate is a useful benchmark because most people are focused on total wealth accumulation. But when you enter retirement, the order in which you expe...
4 minutes read
Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent

Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent

Tax rates are currently at or near historic lows. But ask just about anyone and the expectation is that taxes are sure to increase in the future. So, finding tax-efficient shelters for wealth accumulation is important for protecting long-term portfolio value and accomplishing tax planning goals. For...
4 minutes read
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