Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand their goals and help them live their best lives. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Advisory services offered through Granite Harbor Advisors, Inc, a registered investment adviser with the SEC. LSF and Granite Harbor Advisors, Inc. are not affiliated. LSF does not provide tax or legal advice. Granite Harbor Advisors, Inc. does not provide legal advice. Insurance solutions provided through Granite Harbor Group. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
7-day free trial · no credit card
Verified contacts
19
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
138
organic / mo
Sign up free to see all 19 verified contacts at Granite Harbor Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- DS
Dale Shaw
Wealth Manager · Finance & Accounting
EmailPhone - BB
Bethanie Baker
Client Service Advisor · Customer/Client Service
EmailPhone - EB
Erica Brewer
Client Experience Coordinator · Customer/Client Service
EmailPhone - BW
Brian W. Sak
Managing Partner · General Business & Management
EmailPhone - RM
Ray Manz
Managing Partner Focusing on Fee-based Asset Management · Other
EmailPhone - TS
Tasha Slawson
Chief Operating Officer · General Business & Management
EmailPhone - KA
Kara A. Johnson
VP Marketing · Advertising & Marketing
EmailPhone - CC
Caleb Christian
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CC
Caleb Christian
Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Granite Harbor Advisors
10 distinct titles indexed · top 10 shown.
- 2client experience coordinator
- 2managing partner
- 2senior wealth advisor
- 2wealth advisor
- 2wealth manager
- 1chief operating officer
- 1client service advisor
- 1managing partner focusing on fee-based asset management
- 1staff accountant
- 1vp marketing
Sign up to unlock all 19 contacts at Granite Harbor Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Granite Harbor Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.