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Our office has moved! We are now located at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064
Granite Harbor
Your Wealth. Your Way.
Tailored financial planning, wealth management, and life insurance solutions for successful individuals and families.
Our Services
A Fiduciary Approach to Serve Your Needs
As a full-service financial advisory firm, we spend our time organizing, optimizing the entire financial picture so that our clients can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy that delivers results for our clients.
Asset Management
Every dollar invested has a goal. Whether it is used to buy a new home, pay for college, fund retirement, or leave to the next generation, each dollar our clients choose to invest has a purpose. At Granite Harbor Advisors, we articulate that purpose and create a logical, efficient, evidence-based portfolio.
Private Market Investments
Private markets have grown to a multi-trillion-dollar asset class in recent years with gaining in popularity among accredited investors. As a Registered Investment Adviser (RIA) firm, we are committed to identifying investment opportunities to help our clients reach their financial goals. As such, we are uniquely positioned to deliver a fresh perspective on a broad range of today's most desirable asset classes, including private markets.
Financial Planning
A good offense and a solid defense is only as good as the game plan being taken onto the field. The same goes with financial planning. Wealth accumulation and asset protection strategies are most efficient when coordinated with a comprehensive plan. At Granite Harbor, we serve as fiduciaries for our clients to create, implement, and maintain a robust plan through our Compass360 Process.
Private Placement Life Insurance
Granite Harbor is committed to finding tax-efficient methods of preserving long-term portfolio value and achieving tax planning objectives. We offer private placement life insurance (PPLI) and private placement variable annuities (PPVA), available to accredited investors and qualified purchasers, to provide robust tax benefits while ensuring liquidity for investors.
Life Insurance
At Granite Harbor, we not only help clients build wealth, but protect that wealth with insurance products and risk management solutions. We have a truly unique approach to buying and using insurance products that sets our firm apart from other advisors.
By bringing both investment and insurance specialization together under one roof, we help clients see insurance as a true asset class that can be used strategically to advance their most important financial goals.
Who We Serve
Granite Harbor Provides Services For:
Why Choose Granite Harbor Advisors?
The GHA Difference
Our “Four Uniques” are what make up the GHA Difference. By consistently delivering on all four of these components, our clients receive the world-class service, experience, and expertise they have come to expect from the team at Granite Harbor.
A Firm, Not Just an Individual
Many, if not most of the planning solutions we help our clients with are designed to last a lifetime. One of the biggest problems clients face in our industry is continuity of service for the long-term. When an advisor changes firms or leaves the business, there is often a significant gap in continuity to the planning for the family. We have solved that problem by creating a robust business continuity plan and by offering our clients access to the entire firm’s expertise, not just an individual advisor.
Access to Public and Private Market Investments Together
We offer unique access to the public and private markets, in both the investment and insurance space, setting us apart from other firms. At Granite Harbor, we believe in a coordinated effort between these areas to achieve better financial synergy, rather than approaching them separately.
Sophisticated Solutions for Life Insurance and Estate Planning
We provide unparalleled insurance and estate planning solutions for successful individuals and families. Our bespoke and discreet approach allows us to customize solutions for complex financial situations that separates us from our competitors in the industry.
Our Core Values are Apparent to All Who Encounter Us
Everything we do from providing fiduciary advice to hiring new employees is guided by our core values of A.B.C.D.E.
Helping Families Live Their Best Lives
Granite Harbor Helps You By Delivering:
More Time
Our clients recognize their most precious asset is time. We provide them the freedom to spend it where desired instead of managing tedious financial matters.
Less Stress
It is nearly impossible to separate emotions from your finances. Fear and anxiety about the future can be crippling. By developing a comprehensive plan, and maintaining discipline, we alleviate that stress our clients feel about the unknown.
Better Family Harmony
The number one cause for splintered family relationships after a death is money. It’s also a top three perennial reason listed for divorce in America. We are committed to helping families maintain harmony by addressing potential issues in advance.
Multi-Generational Financial Security
It requires no planning to leave an inheritance. You simply have to pass away owning something. Leaving a legacy involves much more than passing down assets. With a collaborative approach, we help families create financial security built to last many generations.
Core Values
Guiding Granite Harbor
Everything we do from providing fiduciary advice to hiring new employees is guided by our core values of A.B.C.D.E.
A
Always Do The Right Thing
Even when it may be uncomfortable
B
Be A Leader
Lead from the front, back, and middle. Be accountable for your actions
C
Collaborative Strength
Everyone has a unique ability. When combined, team strength is exponential
D
Down To Earth
Talent CANNOT outgrow character
E
Eager to Improve
Celebrate wins, but never be satisfied
Learning Center
Providing our clients the knowledge to move forward with confidence
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The Compass 360 Planning Process
Your Wealth. Your Way.
At Granite Harbor Advisors, we help you live your best life with more time, less stress, and multi-generational financial security. As a full-service financial advisory firm, we make organizing and optimizing your entire financial picture effortless with our Compass360 Planning Process so that you can spend more time doing what you enjoy.
Discover
Get to Know Each Other- About You
- About Us
- Explore Goals
- Personalized Guidance
- Path Forward
Design
Initiate Planning- Gather Data
- Refine Priorities
- Interactive Review
- Tailor Solutions
Deliver
Finalize & Implement PlanFiduciary Financial Advice for:
- Cash Flow & Savings
- Tax Planning
- Asset Allocation
- Risk Management & Insurance
- Estate Planning & Wealth Transfer
Year 1
Year 2+
Dedicate
- Proactive Recommendations
- Monthly Updates
- Consistent Plan Reviews
- Coordination of Professionals (CPA, Attorney, P&C)
Evaluating Your Advisor Relationship
A successful relationship begins with a clear understanding of expectations. To assist in that, we have created a list of ten questions anyone should ask when evaluating a new or existing relationship with a planning firm. Click the link below to see the questions, and how we answer them. Use the schedule link for a complimentary consultation to learn more about the GHA Difference, and how we may be a potential fit for your family’s needs.