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Our Mission

Our mission is to create and maintain wealth for our clients through long term effective asset management and financial planning. We build client relationships based upon trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and pursuit of these goals. Because we have aligned our business with LPL Financial, we can leverage advanced research and technology to provide our clients with the highly personalized asset analysis, allocation and investment service that is expected from today’s financial services industry.

Here is what you can expect from the team at Granite Wealth Management:

  • Personalized service – available to you in person, phone, and email
  • Portfolio structure designed for your individualized needs
  • An exclusive, research-based, highly diversified, quality approach
  • An asset allocation approach to investing
  • Access to a professional team of specialist money managers
  • Disciplined, continuous money manager monitoring
  • Regular portfolio performance reports
  • On-going unbiased financial advice through all market cycles