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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

IRA Changes: How New Legislation Could Impact Affluent Individuals

IRA Changes: How New Legislation Could Impact Affluent Individuals

Major changes could be coming for IRAs if proposed legislation becomes law. A new bill currently making its way through the federal legislature would not only increase the top marginal tax rate, but would change the rules around IRAs, including prohibiting Roth IRA conversions for individuals over a...
5 minutes read
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