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 is a small, state‑registered advisory firm serving individual clients, business entities, and charitable organizations through personalized investment management, financial planning, and consulting. The firm manages about $87 million with two advisors and does not impose an account minimum, offering both discretionary portfolio management and non‑discretionary consulting engagements. The firm describes a tailored, multi‑method investment process that may use fundamental, technical, bottom‑up and top‑down analysis and common strategies such as diversification and asset allocation, and it monitors accounts with at least annual reviews and monthly reporting. Granite Wealth supports managing held‑away employer or externally maintained accounts via third‑party access platforms and typically custodies assets through Schwab Advisor Services while deducting fees directly from client accounts. Notable features that distinguish Granite Wealth from many peers include its use of client testimonials in marketing materials and a client roster weighted toward non‑high‑net‑worth individuals rather than affluent households, along with no stated account minimums. The firm also discloses potential conflicts and unusual arrangements: a principal is a licensed insurance agent who may receive commissions, he has rental properties held in personal trusts, and that same principal resolved a 2019 FINRA matter (a $5,000 fine and 60‑day suspension) and currently operates under conditional registration with heightened supervisory conditions.

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.