Granite Wealth Management

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


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.


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.


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

To learn how to get started with Granite Wealth Management, set up a call with one of our advisors: