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PERSONALIZED INVESTMENT GUIDANCE

In a world of point-and click DIY solutions and access to a great deal of information, Granite Wealth cuts through it all. Let us be your financial experts and develop a long-term plan with your goals in mind.

Pursue your goals
RELATIONSHIPS WITH A COMMON GOAL

We work hard for you and are available to discuss your goals and plans. Our success is measured by your success – and is built on a foundation of knowledge, trust and transparency.

Start building your future

WE’RE GRANITE WEALTH MANAGEMENT

“What makes Granite Wealth different is sharing honest feedback and straightforward information to help our clients deal with the uncertainty and complexities that comes with managing money. We want our clients to know exactly where they stand in order to be able to handle market volatility and ensure they are financially stable for the long term. In our meetings with clients, we are able to take complex subjects and make them simple to understand. We take the time to explain our approach in terms that are relatable to our clients".

Kent W. Crawford, CFP®, AAMS®
Managing Principal
Granite Wealth Management

Have questions? Let's talk - just give us a call.
888-612-5391
 

JUST GETTING STARTED?

Whether you are new to the working world or revisiting your savings and spending plans – know that Granite Wealth provides the information and resources you need in order to identify and moving your financial goals. Common goals could include:

  • Starting or changing jobs
  • Paying off college loans
  • Purchasing a home
  • Getting married
  • Becoming a parent
  • Improving your credit
  • Developing a financial plan
  • Developing a tax plan
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ALREADY ESTABLISHED?

We understand that life is full of surprises. We are here to help you continue your focus on your financial and life goals. Some topics of interest include:

  • Financial and retirement planning
  • Preparing for your children’s college
  • Aging parents and long-term care
  • Changing jobs and taking your 401K
  • Divorce
  • Inheriting money and “financial windfalls”
  • Estate planning
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READY TO RETIRE OR ALREADY RETIRED?

Congratulations! By now, you’ve already started setting the foundation for a full and lively retirement. At Granite Wealth, we can help you maximize your savings so that you can get the most enjoyment out of these wonderful years. Some topics that might interest you include:

  • Not outliving your resources
  • Improving your tax, financial and retirement plans
  • Income in retirement
  • Estate planning
  • Long term care
  • Death of a spouse or loved one
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