How does the advisor help clients – Key Takeaways:
Granite Capital Wealth Management LLC is dedicated to providing exceptional financial expertise to their clients. They utilize a variety of services and strategies to help clients achieve their financial goals. With a strong focus on transparency and personalized attention, Granite Capital Wealth Management LLC ensures that their clients receive comprehensive and tailored financial solutions.
Facts and Insights
Granite Capital Wealth Management LLC was founded in 2005 and is headquartered in New York, NY. As of 2019, they have $1,000,000,000 in assets under management and have 10 advisors on staff.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1,000,000,000 | 10 |
Financial Services Offered
Granite Capital Wealth Management LLC offers a wide range of financial services to meet their clients’ needs. These include investment management, retirement planning, estate planning, tax planning, risk management, and more. With a comprehensive approach, Granite Capital Wealth Management LLC helps individuals, families, and businesses create and implement effective financial strategies.
Client Types
Granite Capital Wealth Management LLC serves a diverse client base, including individuals, families, business owners, and high-net-worth individuals. They understand that each client has unique financial goals and objectives, and they tailor their services to meet those specific needs and circumstances.
Fees & Compensation
Granite Capital Wealth Management LLC is committed to transparency when it comes to fees. They offer fee-based services, which means their compensation is based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and they are motivated to help their clients grow and maintain their wealth.
Background
The team at Granite Capital Wealth Management LLC is composed of experienced financial professionals who are dedicated to helping their clients achieve their financial aspirations. With a deep understanding of the ever-changing financial landscape, they are equipped to provide sound financial guidance and support.
Financial Advisor Disclosures to Know
As a registered investment advisor, Granite Capital Wealth Management LLC adheres to strict fiduciary standards, meaning they are legally obligated to act in their clients’ best interests. They also have a clean disciplinary record and have not had any legal or regulatory actions taken against them.