Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Granite Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Granite Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Tell us a little more about your investment objectives and level of comfort with risk.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Top tier technology and complete transparency keep you in close touch with your own personal investments as your best interests are placed first. Learn More
With the help of our insurance specialists, we help you identify risks and appropriate coverage for your financial situation so that an unfortunate event doesn’t leave you in financial ruin. Learn more
With our team of in-house CPA’s or your CPA, our goal is always to chart the best course to keep as much of your money as possible after taxes. Learn more
Through our team of wealth planning experts, your financial plan will always remain up-to-date and relevant to your unique goals and objectives. Learn more
Our team will help you develop and establish an estate plan, so you will be able to control the distribution of your estate and the legacy that you leave. Learn more
Granite Wealth’s mission is Making Money Easy. We strive to simplify the topic of money so that people can make the wise choices they would like to make, if they only understood how. We are one of the top wealth management firms in Vancouver, WA, serving affluent families, business owners, and executives. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Granite Wealth help you find simplicity and clarity.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Granite Wealth Strategies is headquartered in Vancouver, Washington. Contact us today to speak with a wealth advisor or financial professional nearest you.
Granite Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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