4210 Columbia Rd
Every client relationship begins with a conversation. Together we explore your goals, objectives, risk tolerance, and core values in an effort to get to know you. Being financial planning specialists with a fiduciary first mindset enables us to make the most of our time together.
At GraniteArch, we conduct a portfolio evaluation on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risks. From there, we can design a personalized financial roadmap that properly meets your needs based on what you are comfortable with.
Education is the key to transparency. We want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.
By now you have been introduced to our comprehensive approach to financial planning and investing at GraniteArch Wealth Management. The next step is reviewing and signing our client engagement agreement. Once complete, you will have officially become part of the GraniteArch family. Moving forward you can expect our team to work tirelessly to help you pursue your personal and financial goals.
We prioritize regularly scheduled review meetings. Available at our office or online, we meet with you on a regularly scheduled basis to review your portfolio and update your financial plan.
The first thing that happens at our initial meeting is we get to know you and understand your goals. Our fiduciary team will review your financial portfolio to get an idea of vulnerabilities that may take you off your course. This allows us to get to know your risk appetite and investment comfort zone. We plan for economic scenarios that we believe could occur in the next few years and based on those scenarios, we evaluate your portfolio. Based on our analysis, we offer suggestions on how to restructure your portfolio to help you stay in a risk-comfortable situation.
Once you join and become a client, you join the GraniteArch team and we get to work to build your financial planning strategy. You can expect our customized recommendations and a collaborative approach to your financial situation.
With our focus on designing your portfolio, as opposed to “choosing stocks,” you end up with a strategy that can offer broad portfolio diversification, low costs, and a combination of passive and active strategies to support where you are now, and where you’ll be down the road.
Once your plan is activated, we continue monitoring and making adjustments so that your goals remain on track. You'll meet with our team on a regular basis, either in-person or virtually, to review your progress towards your goals and provide updates.
You'll always have access to the important information you need concerning your accounts. The AdviceWorks platform gives you complete access to your total financial picture including all accounts, mortgage, real estate and other assets and liabilities through a single dashboard. In addition, further access to financial planning gives you added visibility when and where you need it most.
Whether you’re working your first job or are ready to leave the work force, GraniteArch’s strategies help ensure your financial success.
As a financial services firm, we know that one strategy does not fit all. This is why each and every client receives our undivided attention, from execution to follow-up. Our proactive approach helps you develop a strategy that uses sound methods to address your financial goals and objectives.
We also believe in the power of a team approach. This is why the GraniteArch team offers a diverse background, education and experience. This vast array of knowledge helps support successful outcomes when it comes to your financial plan.
Get free AdviceWorks access on us to see a holistic view of your finances. Keep track of your financial goals and your progress toward them. AdviceWorks allows you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time – all from a single log in. Contact our office to enroll today.
Reach out to our team today and begin your journey toward your financial goals. Our first priority is you! Let us know how we can help you plan for success as you envision it.
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.