Brian W. Sak, CFP®, CLU®, ChFC®

Brian W. Sak is the President and CEO of The Granite Harbor Companies, a vertically integrated, Houston-based wealth management firm. With a sharp eye for growth and strategy, Brian leads the firm’s mission to deliver holistic, thoughtful, and innovative financial solutions that empower business owners, corporate executives, and high-net-worth families to thrive.

Guided by a long-term vision, Brian is deeply committed to building enduring enterprise value, to one day pass the torch to the next generation of leadership. His goal is to ensure the Granite Harbor value proposition delivers the much-needed continuity that families rely on for decades to come, creating a legacy that will last well beyond his career.

A proud graduate of Texas A&M University, Brian holds prestigious professional credentials in financial planning, life insurance, and asset management. His past leadership as President of Forum 400—one of the most respected forums in the financial advisory industry—reflects his dedication to professional excellence and innovation. He is also a longstanding, active member of Finseca, the industry’s leading voice of advocacy on Capitol Hill.

Brian is widely recognized for his strategic communication and thought leadership in wealth planning. He regularly shares insights through podcasts, articles, public speaking engagements, and other platforms, and has been honored multiple years in a row among Forbes Top Financial Security Professionals—Best in State (Texas), affirming his reputation for client-centric excellence.

Beyond business strategy, Brian is celebrated for his personal touch—guiding clients through an educational and values-driven approach that simplifies complex financial decisions and fosters lasting relationships.

Outside the office, Brian’s passions—hunting, fishing, golfing, skiing, and slow-cooking—reflect his appreciation for both the outdoors and the art of thoughtful preparation. As a committed community advocate, he supports schools, charities, and church initiatives in Magnolia, where he lives with his wife, Crystal, and their three children.