GRANITE WEALTH ADVISORS

Overview

Granite Wealth Advisors is an independent, owner-operated registered investment adviser structured as a limited liability company. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Granite acts as a capital allocator: it builds client portfolios around publicly traded pooled products while selectively directing client capital to external managers for alternative exposure. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Granite does not position itself as an ESG-focused or multi-state specialist and does not provide pension consulting. The firm’s business model emphasizes manager selection and outsourcing when a third‑party specialist can provide the desired exposure or expertise.

Assets & Accounts

Investments & Alternatives

Location & Offices