Granite Wealth Advisors

Overview

Granite Wealth Advisors is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting other advisers and external managers. Its fee model combines a percentage-of-assets structure with the option for fixed fees. Granite is not positioned as an ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives