4210 Columbia Road
Financial planning for business owners and families searching for tax focused approaches to wealth management and retirement/401(k) solutions since 1998.
Your Future Is Our Focus
GraniteArch's mission is to get to know and understand your needs, wants, priorities and long-term goals.
Women And Retirement Strategy
For women, retirement strategy is a long race.It’s helpful to know the route.
Meet Our Team
Our reasons for becoming financial professionals are deeply personal.
What We Do
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Individuals And Families
Getting to know you as an individual or as a couple and establishing your financial goals is important to the GraniteArch team.
Driving You Towards Your Financial Goals
From classic car collectors to car dealers, we have the resources, expertise and shared enthusiasm to help you pursue your goals.
We are committed to understanding your values and what you want toaccomplish with your assets. We believe that the one-on-one relationships we develop help foster mutual trust and respect and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Set a goal and we will help you pursue it.
A firm financial foundation is good, but achieving what matters most to you is important.
We will work toward what financial success means to you.
Our mission is to understand you and your priorities. We will take the time to ask hard, smart questions and to listen carefully. Then we will look to understand where your wealth stands today and where you would like it to be tomorrow. Helping you design, implement and monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment volatility. The financial planning approach is about using investment tools to help turn goals into reality.
The GraniteArch team starts every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.
At GraniteArch, we spend time getting to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, we are capable of customizing financial strategies together. Using an understanding of your priorities and investment personality as a foundation, the GraniteArch team will help you access the full breadth of resources that are able to service and address all aspects of your financial life.
What Sets Us Apart
Our independence gives us the freedom to recommend whatever financial products, services, and strategies will best meet your needs and objectives.
As a Certified Financial Planner Practitioner, we have a legal fiduciary duty to act in your best interest at all times, put your interests ahead of our own, and disclose potential conflicts of interest before we provide you financial advice.
We purposefully work with a limited number of clients and gladly offer a series of meetings to determine if we’re a good fit to work together. Tony calls these “kick the tires” meetings so take advantage without obligation. Besides, when it comes to matters of great importance, a second opinion is always refreshing.
We’ve identified economic scenarios that we believe could occur in the next few years. Based on those scenarios, we “stress test” your portfolio to determine its vulnerabilities. Based on our analysis, we offer suggestions on how to restructure your portfolio to help you weather the next market meltdown.
Note: These tests are purely hypothetical and for illustrative purposes only. Their accuracy is not guaranteed.
Our proprietary strategies focus on a common sense approach to designing your managed portfolio. Transparency, liquidity, and cost are priority areas for many clients, while others prefer the added benefit of portfolio insurance available through global insurance and annuity companies.
Our comprehensive planning and management services encompass all aspects of our financial life. You’ll feel confident that your financial affairs are in order, you’ll have a plan to pursue your goals, and you’ll have a trusted advisor to oversee your family’s finances.
One of the keys to effective wealth preservation is using the tax code to your advantage to minimize taxes throughout life and at the time of one’s passing. We often find these concepts to be confusing and under-utilized by many clients, and even many financial advisors.
When appropriate, we own the same investments, insurance and other financial products which we recommend to our clients. We never recommend any financial strategy or plan that we would not own or implement ourselves, OR which is not the best, most appropriate solution for your individual needs and objectives.
In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.