4210 Columbia Rd,
GraniteArch Wealth Management is backed by 25 years of experience. Here at GraniteArch, my team and I are dedicated to developing and maintaining an ongoing, one-on-one relationship with you and your family. This relationship is the cornerstone to a foundation of mutual trust and helps us assist you in pursuing your life goals and plans for your legacy. As an independent fiduciary, our firm is focused on providing a personal feel and outstanding service to address all your simple and complex needs.
As a CERTIFIED FINANCIAL PLANNER™, I bring more than three decades of experience in financial planning, wealth management, and accounting to our clients. My passion and vision are the foundation of GraniteArch: outstanding service that addresses your unique needs, combined with a personal, approachable attitude. I graduated from Villanova University (where I earned a bachelor’s degree in operations). I had the desire to truly help individuals, families, and small business owners work toward their financial goals with fewer limitations and more open architecture.
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In 2017, my family and I took a special trip to Italy, where we saw the famous and enduring Constantine Arch. It reminded me of another famous arch I had seen and admired: the Roosevelt Arch in Yellowstone National Park. For me, those arches embodied the strength and longevity we aim to provide for our clients. In architecture, every arch has a keystone situated at the top center to provide support and strength to the overall structure. My vision for GraniteArch is to serve as the “financial keystone” for your life, securing the strength of your financial future.
We place a special emphasis on retirement income planning, helping retirees and pre-retirees plan toward stability and longevity in their finances. As a strategy-driven firm, we do this by effectively assessing and proactively mitigating risk through time-segmented retirement income distribution strategies. This strategy encourages stability and sustainability and weighs assets across your portfolio for greater clarity and risk avoidance.
A CERTIFIED FINANCIAL PLANNER™ uses the latest resources, skills, and knowledge to help pinpoint and meet your financial needs. Individuals who earn and maintain the prestigious CFP® designation must successfully complete the CFP® Board’s in-depth comprehensive examination and have at least three years of financial planning experience. Additionally, those with this designation must follow the CFP® Board’s rigorous Code of Ethics, while completing ongoing continuing education to stay up-to-date on beneficial investments.
The financial planning specialists at GraniteArch are CFP® professionals with a fiduciary-based mindset. When you partner with us, you benefit from the services of a skilled, knowledgeable, and ethical professional, one that understands your goals, values, and requirements.
I have many passions, but one of my main ones is collecting and restoring classic cars — seeing something of great value endure for generations. My determination and diligence keep my one-of-a-kind cars operational, from a 1957 Buick Roadmaster to a 1966 Mustang 289 Convertible.
Also one-of-a-kind? Your family’s financial journey. Our staff directs the same diligence and customization I use in improving my cars to drive you to your goals
In working with you to identify financial goals, we help create a personalized plan that helps you work towards those objectives, eliminating worries about market volatility or current event impacts.
The health, happiness, and well-being of your family are at the top of our agenda. Given this, our planning, strategies, and advice consider your unique family dynamics.
GraniteArch prefers the independent fiduciary model of financial planning. This allows us to better help you pursue your goals without being tied to specific investments.
Your dreams and goals are unique, and we understand that. This is why we emphasize relationships and personalization in developing your plans, rather than a one-size-fits-all approach.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. With Riskalyze, you're given a 5-minute questionnaire that covers topics such as portfolio size, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number. It’s fast, free and displays your number instantly.
Our number one goal is to develop a long-term trusting relationship with you. That foundation allows us to create a specialized plan designed to help you get to your destination.
Our firm is dedicated to providing personalized financial planning. Taking your unique financial situation into account, our firm believes in providing each client with customized solutions.
Founder Tony Gallo’s team-oriented approach means you benefit from our undivided attention. We are dedicated to helping you and your family pursue your financial goals.