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Client Login

Click on the links below to open secure sessions for your accounts under a separate browser tab.

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Financial Planning

Clients with Financial Planning Services: Access your planning portal

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Investment Accounts

Clients with Investment Advisory Services: View statements, documents, performance, and account information

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Private Funds

Investors of Granite Harbor Capital Private Funds: Access tax forms, statements, and fund updates

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Insurance

Clients with Insurance Products: Click the dropdown to access your carrier’s login page

Links to third-party web sites are provided as a convenience. Granite Harbor Advisors does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Granite Harbor Advisors.

Granite Harbor Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Granite Harbor Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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