A complete list of active advisors currently associated with Granite Islands Private Wealth, LLC
Warmer can help you find a great advisor at Granite Islands Private Wealth, LLC or one who fits your needs even better.
Granite Islands Private Wealth provides discretionary and non‑discretionary investment management, financial planning, ERISA plan advisory and consulting to a mix of clients that include individuals, high‑net‑worth clients, trusts, retirement plan participants and institutional accounts. As of December 31, 2025 the firm reported managing approximately $229.9 million across roughly 491 accounts and delivers ongoing portfolio management as well as one‑time or periodic consulting services. The firm uses a blend of fundamental, technical (including charting and relative strength) and portfolio‑level approaches such as Modern Portfolio Theory, tactical asset allocation and trend‑following to build client‑specific portfolios, employing both active and passive instruments. In implementing strategies Granite Islands may use derivatives (notably options), borrow on margin or otherwise use leverage for customized separately managed accounts, and can shift to cash or defensive allocations as part of risk management. Granite Islands’ business relationships and personnel activities distinguish it from many peers: certain supervised persons are registered representatives of Sanctuary Securities and may provide commission‑based brokerage (with possible fee‑offset arrangements), and some are licensed insurance agents who may offer commissionable insurance products. The firm also operates on the tru Independence platform and discloses its affiliation with related advisers that supply reporting, compliance and transition services, noting these relationships as potential conflicts managed through policies and disclosures.
To learn more about the advisors currently working at Granite Islands Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Guilford, CT
| 43
| |
Guilford, CT
| 18
| |
Guilford, CT
| 29
| |
Guilford, CT
| 21
|
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