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

Warmer can help you find a great advisor at Granite Wealth Management LLC or one who fits your needs even better.

Granite Wealth Management provides discretionary investment management, financial planning, and consulting to individuals, business entities, and charitable organizations. The firm offers individualized portfolio management and access to third‑party model strategies through its custodian, and it does not impose a minimum account size. The firm says it tailors portfolios to each client’s goals, time horizon, and risk tolerance and conducts regular account reviews and monitoring; its analytical methods include fundamental, technical, bottom‑up and top‑down approaches and it employs standard strategies such as diversification and asset allocation. Engagements may combine advisor‑managed accounts and model portfolios, and Granite Wealth generally manages assets on a discretionary basis when clients grant written authority. Compared with many peers, Granite Wealth’s brochure discloses two noteworthy items: the firm uses client testimonials in its advertising (a relatively uncommon practice) and its client base is described as primarily non‑high‑net‑worth individuals rather than emphasizing HNW households. The brochure also discloses that a firm principal is separately licensed to sell insurance (creating a commission‑related conflict disclosed to clients) and that a principal resolved a prior FINRA action and remains subject to conditional state registration and heightened supervision.

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