What Are Your Dreams and Goals?
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.
Joining the GraniteArch Team
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.
Continual Monitoring and Communication
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.
Starting Out
Growing Wealth
Nearing & Living in Retirement
Business Owners
Combining Relationships with Experience
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.
Client Centered
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.