Granville Wealth Management, Inc.

Granville Wealth Management serves primarily individual clients and provides investment advisory services including discretionary and non-discretionary managed accounts, portfolio management, and written investment strategies. The firm reports roughly $67 million in discretionary assets under management across about 67 client accounts.

The adviser tailors recommendations to clients’ objectives, time horizon, and risk tolerance, employing approaches such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases. Accounts are reviewed at least quarterly, and the firm discloses that it performs due diligence on service providers that use artificial intelligence or machine learning to address related data and security risks.

The brochure discloses affiliations that set the firm apart from many peers: employees may act as licensed insurance agents through an affiliated insurance entity and also provide tax-preparation services, with the firm acknowledging the potential conflicts when commissionable products are recommended. It also notes that the owner serves as a compensated trustee/executor for some non-client accounts and that the firm works with charitable organizations in addition to individual investors.