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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

10 Tax Proposals that Could Impact Affluent Families

10 Tax Proposals that Could Impact Affluent Families

On the campaign trail and now in office, President Biden has promised to enact new tax legislation aimed at making sure wealthy Americans “pay their fair share.” To that end, a number of legislative proposals are currently working their way through the House Ways and Means Committee. Those proposa...
5 minutes read
Insurance Insights: Using life insurance to transfer wealth

Insurance Insights: Using life insurance to transfer wealth

Good estate planning answers three key questions: Where does your stuff go? Who is in charge? And what are the rules? Life insurance can be one of the most tax-efficient ways to answer these questions because it can limit tax exposure while protecting and facilitating generational wealth. Here’s a l...
6 minutes read
10 Interview Questions to Ask Your Financial Advisor

10 Interview Questions to Ask Your Financial Advisor

Ask the Right Questions Not all financial advisors are the same. Asking the right questions can help you find the right advisor for your specific goals. However, you may not be aware of what questions to ask or even what a good answer would be. You may find this concise...
4 minutes read
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