Succession with Support: A Father-Daughter Story at Granite Wealth Partners
Meet John & Mary
John has been a financial advisor for over 30 years. He’s built a successful, relationship-driven practice and is deeply committed to his clients and their families. As he began thinking seriously about retirement, one question kept coming up: “What happens to my clients when I step away?”
His daughter, Mary, age 30, had the answer. A licensed advisor and paraplanner with a growing passion for the business, Mary wanted to continue serving the families her father had cared for—but she didn’t want to shoulder the burden of running an entire firm on her own.
They needed a solution that honored John’s legacy, supported Mary’s future, and ensured their clients wouldn’t miss a beat.
That’s why they joined Granite Wealth Partners.
Key Concerns
As John looked to transition and Mary prepared to step up, they faced some common—but significant—questions:
- Client Continuity
How do we ensure clients stay confident and supported during the transition? - Mary’s Growth Path
How can Mary continue her development as an advisor—without taking on the responsibilities of running a firm? - Operational Burden
John didn’t want Mary bogged down with compliance, operations, or HR. They needed full back-office support. - Succession Strategy
John wanted a structured, flexible exit plan that protected his clients, rewarded his life’s work, and gave him peace of mind.
How Granite Wealth Helps
We partnered with John and Mary to design a transition that was smooth, strategic, and centered around their shared goals:
- Built-In Succession & Continuity
Granite created a tailored plan for John to gradually step away while ensuring Mary had the support and mentorship she needed to thrive. - Full-Service Infrastructure
Compliance, operations, client service, billing, marketing—we handle it all. Mary can focus on deepening client relationships and building her career, not running a business. - Client Communication Support
Together, we developed messaging and materials to clearly explain the transition, emphasizing stability and the continued presence of a trusted family advisor. Mentorship & Culture
Mary is now part of a collaborative, growth-oriented advisor team where she can learn, lead, and contribute—without ever feeling like she’s on her own.
New Opportunities at Granite Wealth Partners
We are continuously expanding and evolving. Explore new ways to grow with us!
M&A and Tuck-Ins – "Partner with Us" & "Join Our Team"
- Are you an independent advisor looking for a strategic partnership?
- Thinking about a succession plan or tucking in your practice with a firm that aligns with your values?
- We make the transition easy while helping you maximize your business value and future success.
Community Outreach – Giving Back Matters
At Granite Wealth Partners, we believe in making a difference beyond financial planning. Our commitment to charitable giving, mentorship, and community initiatives is at the core of who we are.
At Granite Wealth Partners, we specialize in helping advisors transition with purpose. Whether you’re thinking about succession, planning for retirement, or looking to keep your legacy in the family—we offer the structure, support, and culture to make it happen.
Updated Video Content for Clients & Advisors
We’re enhancing our messaging with new, engaging videos to better communicate how we support both clients and advisors.
For Clients:
- Landing Page Video: Focused on your needs—not just our history.
- Transitioning to Granite Wealth: We make it easy, seamless, and stress-free.
- Our Promise to You: What can you expect when working with us.
For Financial Advisors:
- Why GWP? Discover what makes being a partner at GWP special.
- Seamless Career & Book Transition: How we support you every step of the way.
- What You Get: The benefits of joining a strong, growth-oriented firm.
- Our Culture: Hear directly from our team members about what it's like to be part of Granite Wealth Partners.
Looking for a Better Fit as a Financial Advisor?
At Granite Wealth Partners, we help advisors like John transition seamlessly, retain clients, and grow their business in a collaborative, supportive environment.
