Granite Islands Private Wealth, LLC

Overview

Granite Islands Private Wealth, LLC is an independent registered investment adviser formed as an LLC and owned by an individual. The firm acts as a capital allocator for both high‑net‑worth individuals and families as well as institutional clients, offering a mix of advisory and non‑advisory services. Its engagement model includes fee arrangements based on a percentage of assets under management alongside hourly and fixed‑fee arrangements. Granite Islands also operates as a registered representative of a broker‑dealer and as an insurance broker, which it combines with financial planning and portfolio management services. Advisory offerings span financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting and selection of third‑party advisers. The firm does not identify as an active ESG investor and appears to focus its stated preference on equities rather than multi‑state or ESG‑driven mandates. Granite Islands registered with the SEC in 2025 and positions itself to provide both discretionary portfolio management and advisory consulting.

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Location & Offices