We are thrilled to share our "Who is Granite Harbor?" video! It showcases our firm's identity and unwavering dedication to providing exceptional financial services customized to meet our clients' unique needs. Watch Now: https://bit.ly/3u6zz40 #GHAdvisors #YourWealthYourWay #AboutUs
关于我们
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand their goals and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.
- 网站
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https://graniteharbor.com/
Granite Harbor Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Houston，Texas
- 类型
- 合营企业
- 创立
- 2002
- 领域
- Financial Planning、Estate Planning、Business Planning、Group Insurance、Life Insurance、Equity Investments、Fixed Income Investments、Retirement Planning、Education Planning、Wealth Transfer和Asset Managment
地点
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主要
获取路线
10603 W Sam Houston Pkwy N
Ste. 450
US，Texas，Houston，77064
Granite Harbor Advisors员工
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Tim Smith CFP?
Founding/Managing Partner at Granite Harbor Advisors/ Ronald McDonald House Charities Greater Houston
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Ray Manz, CFP?
Managing Partner, Granite Harbor Advisors
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Dale Shaw, CFP?, RICP?
Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors
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Nick Brown, CFA, CFP?
Helping Business Owners, Oil & Gas Executives, and successful families answer the financial questions they don't want to trust to the University of…
动态
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Learn how the SECURE 2.0 Act's higher catch-up contribution limits for ages 60-63 can enhance your retirement savings strategy and financial future.
Navigating the Secure 2.0 Act's Higher Catch-Up Limits
graniteharbor.com
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Learn how accurate business valuation aids in successful succession or sale, with methods like income, market, and asset-based approaches. Secure your legacy.
Valuing Your Business for Succession and Sale
graniteharbor.com
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Are you in the 60-63 age bracket? Learn how you can amplify your retirement savings with higher catch-up contribution limits under the SECURE Act 2.0. Read our latest article by Dale Shaw, CFP?, RICP? for expert insights and strategies on maximizing your savings during these vital years. https://lnkd.in/eg56-NBR #RetirementPlanning #SecureAct #FinancialWellness
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The shift toward digital platforms for financial tips highlights the growing demand for accessible advice. As platforms evolve, integrating digital tools with personalized financial guidance becomes critical.
Millions of users are turning to social media accounts for tips on #savings and #investments. The World Economic Forum and Accenture have published a white paper, ‘The Future of Financial Advice’, which charts the profound transformation of the financial-advice landscape. Read it here: https://ow.ly/RWN350UbZKc #FinancialAdvice #Finfluencers #Financial #Budgeting
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Stay ahead in philanthropy with insights from our latest article on private foundations. Discover how creating a private foundation can optimize your charitable impact, engage your family, and teach the next generation about responsibility and giving. Read the latest article by Tim Smith CFP? here: https://lnkd.in/eiUpZkhr #Philanthropy #GivingBack #LegacyBuilding
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True wealth goes beyond numbers. It’s about security, freedom, and the ability to create a meaningful legacy. We partner with families to redefine and achieve their unique vision of wealth. What does wealth mean to you? #Wealth #Freedom #Legacy
For many Americans, the definition of what it means to be well off is relatively modest. And yet, only one-tenth of Americans consider themselves wealthy today.
89% of Americans say they do not consider themselves wealthy — here's what stands in the way
cnbc.com
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Stay Ahead in the Evolving Economic Landscape! Check out our latest article, "Adapting to Interest Rate Changes," authored by Nick Brown, CFA, CFP?. Gain insights into strategies for navigating the current environment of declining interest rates and shifting yield curves. Whether you're focused on bonds, equities, or alternative investments, this piece provides expert guidance to align your portfolio with today's dynamic economic trends. Read the full article now: https://lnkd.in/gazaQHtz #InvestmentStrategies #InterestRates #PortfolioManagement
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Important Update for Estate Planning: Discover how the new 2025 Estate and Gift Tax limits can provide you with enhanced flexibility in tax-free transfers and what potential future changes could mean for your financial legacy. Read our latest article authored by Brian W. Sak, CFP?, CLU?, ChFC? to stay informed: https://lnkd.in/e_3af35d #EstatePlanning #TaxUpdate #FinancialStrategy #GraniteHarbor
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