Bruce and Andrew work so well together, providing tailored financial planning with expert portfolio management
We believe everyone deserves to move their financial life forward
A lifelong partnership dedicated to creating and revising your plan as your goals evolve
Independent, fiduciary advice that always puts your best interests first
Insightful. Worldly. Experienced.
Building client confidence and trust is the most fulfilling part of Bruce’s work. Realizing long ago how stressful and anxiety-inducing the financial markets can be, his nearly 40 years of expertise have formed a calm, methodological approach to markets.
A leading authority on technical analysis, as evidenced by his media appearances, Bruce chairs the Granite Wealth Investment Policy Committee and leads the firm’s active portfolio management on behalf of clients.
After starting his career in 1984 at Dean Witter Reynolds following graduation from UMass - Amherst, Bruce subsequently worked for Fidelity Investments, Liberty Securities and Gage Wiley before founding Granite Wealth Management in 2002.
When not on one of his annual trips to Europe (usually Italy!), Bruce enjoys food, wine and spending time with his wife, Lynn, at their Plymouth beach cottage. When at home in Hingham, Bruce is an avid gardener who doesn’t mind taking on daunting estate landscaping projects.
Father. Coach. Marine.
Andrew takes on a versatile role at Granite Wealth Management, including as a financial advisor, and also heading client operations and the analytics/research for the firm. Andrew also sits on the Investment Policy Committee.
Andrew holds a degree in International Business, but his global experience was forged by serving for 13 years as a Marine Corps Intelligence Analyst. While serving in places like Iraq and Croatia, Andrew also learned to read, write and speak both Arabic and Croatian. After leaving the Corps, he joined Granite Wealth in January of 2018. He also holds a series 66 securities license.
A fitness and outdoor enthusiast, Andrew enjoys hiking, skiing, swimming, mountain biking, surfing, running, weightlifting and gymnastics. This father of two exemplifies not only health & fitness for his children, but the concept of service, too. He has participated in the Boston Frogman 5k open water swim, a fundraising event for the Navy SEAL Foundation, and holds a seat on the leadership team for the PB Abbate's Finance Club (501(c)3 non-profit).