A Foundational Approach that Begins With You
By phone, online or in-person, learn how easy it is to start building the financial future of your dreams
Our Approach: Getting Started with Granite Wealth
Discovery
Get To Know Us
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.
Plan
Making A Plan
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.
Execute
Plan Execution
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
A Plan for All Ages
"I can't say enough about Granite Wealth. They are very attentive to my needs as an older, conservative investor."
-Diane Santos, Plymouth Massachusetts
What's on Your Mind?
Investment & Wealth Management
Retirement Planning
401(k) & 403(b) Management
College Fund Planning
Estate Planning Assistance
Tax Planning Assistance