Who We Help

Two creative small business owners

Business Owners

Owning and running a business brings both opportunities and challenges. We provide the support you need to focus on transforming your vision into reality.

Diverse businessman and mature businesswoman

Government Employees

Helping federal employees fully maximize their benefits and strategically plan for the retirement lifestyle they’ve worked hard to achieve. Just as importantly, we guide you in avoiding costly mistakes or decisions that could impact your financial future.

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Corporate Employees

Balancing competing priorities can make it challenging to navigate the complexities of your finances. That’s where we come in. Our team serves as a trusted, collaborative partner, providing strategic guidance and hands-on support to ensure your most important financial goals are effectively implemented.

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Pre-Retirees / Retired

Mid-to-late life is a time of wisdom, opportunity, and purpose. Our team is committed to helping you navigate this stage with confidence, guiding you toward true wealth and fulfillment in your 50s, 60s, and beyond.

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Financial Advisors

Thinking about a change of scenery? Find out how Granite Wealth Partners can help you achieve your independence and create a legacy for your family. 

Building Your Rock Solid Financial Future

Download Our eBook

Building Your Rock Solid Financial Future

How We Help

We'll help you create your ideal life by addressing your entire financial landscape.

Financial markets and investment strategies are our zone of genius and by leveraging our expertise, you can embrace the freedom to create a life in yours.

Learn more

Our Proven Process

Our process is designed to create a strong financial foundation that can weather life's changes
 

Discovery Session
We take the time to understand your unique financial situation, goals, and concerns.

Analysis & Strategy Consultation
We assess your current assets, benefits, and risks to create a personalized financial plan.

Implementation
We guide you through executing your financial strategy, from investment adjustments to tax-efficient retirement planning.

Ongoing Monitoring & Support
We provide continuous monitoring and adjustments to keep your financial plan aligned with your evolving needs.

 

Schedule your 100% free, no obligation Discovery Session
 

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Let’s Move Forward—Together

You deserve to live life on your terms. We’re here to help turn your aspirations into action, with personalized financial advice that keeps you in charge every step of the way.

Book a Meeting

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What Our Clients Have to Say

 
 
What our customers say
reviews
5.0

(10)

Chris Sannipoli

Chris Sannipoli

1 year ago
After working with Mike and Kim for the last 10 years, they have helped me set up various accounts and investments. In doing this it has helped with long term and short term goals that have allowed me to take risks with rewards that helped my family and I immensely. They have completely exceeded all expectations and I could not recommend them enough!
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Gerard Hardiman

Gerard Hardiman

1 year ago
Mike genuinely cares and puts his clients first. He took the time to really get to know me and my financial needs/goals. He was interested in who I was as an investor and created a plan based specifically for my needs. I’m very glad that I found Mike five years ago because the financial advice and guidance I’ve gotten from him over the years has truly been invaluable. I have, and will continue to refer my family and friends to Mike!
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Nancy Young

Nancy Young

1 year ago
I have been dealing with Mike and Kim for many years now. They are the best. Always available and happy to help with my million questions and worries. I highly recommend!!!!
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Louis Andrinopoulos

Louis Andrinopoulos

1 year ago
Mike is very knowledgeable and gives personal attention to his clients for all your financial needs. He makes you feel like family!
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Brian Wickkiser

Brian Wickkiser

1 year ago
Mike helped me establish a great plan for retirement and answered all my questions promptly and with great detail, would recommend to everyone.
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Gregg Wisniewski

Gregg Wisniewski

1 year ago
Mike goes above and beyond to make sure his clients are aware of changes in the market/portfolio. He’s readily available to answer questions and provide guidance.
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