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Our Services
Granite Wealth is a full-service investment firm catering to your financial planning and account management needs. Click any of the boxes below to learn more about our featured services:
Long-Term Financial Planning
Every successful investor starts with a plan. Whether you’re approaching retirement or just starting out, our experts will craft a long-term roadmap you can trust
‘Always On Duty’ Account Management
Instead of playing golf, we screen stocks and review client portfolios daily. We’re market junkies: growing and protecting your wealth is what we do.
Rock Solid 401(k)
Feel adrift when deciphering which investment choices to select within your company retirement plan? Believe it or not, you don’t have to go it alone.
Estate Planning Made Easy
Probate is a nightmare for your heirs. Putting off creating a will or trust due to the perceived cost or complexity? We’re proud to share how we address both.
Wealth Marketing
There’s a reason our advisors are routinely quoted in the press: our insights are valuable and unique. See for yourself; few market pros lay their viewpoints on the line so openly.
We have seen our investment assets build consistently over the years as Bruce and Andrew have navigated us through some very volatile markets. They have frequently reminded us to keep focused on our holding period and retirement dates… which have arrived!
Gary and Kim Loiacano, Fountain Valley California
Andrew is a knowledgeable, attentive & trustworthy financial advisor & investor. Specifically, he prepared a detailed retirement plan for me with various scenarios in order for me to evaluate potential different outcomes going forward. I was very impressed! My meetings with him were always enjoyable, engaging and professional. All around a solid individual whom I would highly recommend for investment planning & advice.
Chuck Honekersch
Drew has helped me and my family grow financially in the last 4 years, and I always appreciate his guidance. I’m confident in his ability to help others every time I refer him to those I know.
Lynn Hoàng
Granite Wealth
Just Like Fine Wine and Cheese…
Latest Blogs
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Stay informed with expert insights and timely analysis on global markets. Our latest commentaries help you navigate economic trends, financial shifts, and investment opportunities.
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