Hi. We’re Granite Wealth Partners.
Named for what we want your finances to feel like.
Here’s our storyFrom Guarino Wealth Management to Granite.
The firm started as Guarino Wealth Management, built by Michael J. Guarino III on more than 25 years in the business, with Kim Crawford running operations alongside him since 2007. As the team grew, the name changed to Granite Wealth Partners, after the idea behind everything we do: a foundation that holds steady when markets, tax law, or life change around it.
Today we’re a team of six, two of them advisors.
Three things we do differently.
We look at your whole financial picture.
Investments are one of five pillars. Tax strategies, cash flow, estate, and insurance get the same attention.
The same process for everyone.
Five steps, in the same order, so you always know what comes next.
Technology that makes life easier.
Planning software you can see, a client portal you can log into anytime, and meetings where we share our screen.
How we are registered.
Our advisors are registered representatives of LPL Financial and investment advisor representatives of Private Advisor Group, a registered investment advisor. You can look up any of them on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Granite Wealth Partners are separate entities from LPL Financial.
Meet the team.
Two advisors, and the people who keep everything else running.
Let’s move forward together.
You’ve worked hard to build what you have. Start with a Discovery Meeting, at no cost and with no obligation. We’ll talk about where you are and where you want to go, and you’ll leave knowing exactly what working together would look like.
