Granite Financial Partners

Granite Financial Partners provides wealth preservation strategies and coaching to families who face a complex constellation of financial concerns. Acting as professional stewards, our experienced wealth advisors lead multigenerational family businesses through a comprehensive wealth planning process. Bringing together the diverse – and often divergent – experiences and ambitions of family members through open dialogue, our process builds a shared narrative for the future. This narrative is both product and driver of the development of the family’s capital: human, intellectual, social and financial. By helping clients align capital to unlock the full power of their collective resources, we serve as catalysts to powerful family legacies.