A complete list of active advisors currently associated with Granite Rose Wealth Alliance LLC

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Granite Rose Wealth Alliance serves individual and high-net-worth clients as well as trusts, estates and small businesses, offering discretionary investment management alongside comprehensive financial planning. Financial planning is offered both as targeted, project-based engagements and an ongoing “Strategic Compass” retainer model for clients who want continual planning oversight. The firm builds diversified, ETF-centered portfolios using a suite of named model strategies (for example, Foundational Dividend & Growth, Active Equity Growth, Foundational Income & Bond, Alternative Income & Diversifiers, and Core Equity) and customizes allocations to client constraints and tax considerations. It combines fundamental and technical analysis, employs a quantified risk spectrum (scored 1–99) to calibrate portfolios, and may engage separate account managers or individual bonds and mutual funds when appropriate. Granite Rose is operated as a single-advisor practice formed in 2023 and holds a state life and health insurance producer license, though the firm discloses the principal does not sell insurance products to or receive commissions from firm clients. For a firm of its size, its stated willingness to include alternative and private asset exposures (private equity, private debt, interval credit funds and target outcome ETFs) within model allocations and its use of standing letters of authorization for third‑party transfers are notable operational features.

To learn more about the advisors currently working at Granite Rose Wealth Alliance 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.