Granite Wealth Advisors

Overview

Granite Wealth Advisors is an independent, individually owned registered investment adviser organized as an LLC that serves high‑net‑worth individuals and families. The firm operates as a capital allocator and provides fee‑based financial planning and portfolio management for individuals and small businesses. It also offers selection-of-other-advisers services, indicating a willingness to outsource portions of client portfolios to third‑party managers when appropriate. Fee arrangements include both a percentage-of-AUM structure and fixed fees. Granite does not identify as an active ESG investor, and it does not describe itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives