By phone, online or in-person, learn how easy it is to start building the financial future of your dreams
Most clients were referred by a friend or saw us in the media. This first call or meeting is a chance to get to know one another -- let’s work together only if there’s great rapport between us.
If we hit it off, you’ll send financial statements. We’ll review your holdings, draft a strategic long-term plan and meet again to share our thoughts with you during this in-depth meeting.
With your approval, implementation begins. This includes any needed portfolio rebalancing, and the start of our “Always On Duty” account management. Learn more about our approach to wealth management
"I can't say enough about Granite Wealth. They are very attentive to my needs as an older, conservative investor."
-Diane Santos, Plymouth Massachusetts