For many of us, the holidays are a time for family. At Granite, we feel so fortunate to include our colleagues and clients as part of that group. If you know any of us, or have even perused our website, you know our team deeply values the bonds of family. That’s why we do this work, and why we find it so rewarding. We know firsthand the significant impact that investment management can have on a family, and we’re honored and grateful to have helped our clients in this way over the past year. We hope to make an even bigger impact in 2025. If you want to work toward the life you dream of, with a family-focused investment planning firm who gets it, we hope you’ll reach out. To our clients, colleagues, and friends, we wish you a happy, meaningful, and safe holiday season. We’re so glad to have you as part of the Granite family. #GraniteWealthManagement #HappyHolidays #FamilyFinances #SeasonOfGiving #PlanForTheFuture #MakingMemories #FamilyGoals #FinancialSuccess #WarmWishes #BuildingYourLegacy #CelebrateTogether
Granite Wealth Management
金融服务
Richmond，Virginia 11 位关注者
At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do.
关于我们
At Granite Wealth Management, your family’s financial well-being is at the heart of everything we do. We are a family-focused investment management and advisory firm, dedicated to helping our clients and their families manage, grow, and protect their money for current and future generations. Our approach aims to remove the complexities and anxiety often associated with financial planning, making the process clear, approachable, and focused on your goals. As a small firm, we pride ourselves on being approachable and accessible. We understand that investment planning is deeply personal, and we are here to help guide you through life’s milestones with clarity and confidence. Whether you're planning for retirement, your children’s future, or navigating intergenerational wealth transfer, we offer tailored solutions geared toward your unique needs. At Granite Wealth Management, our goal is to empower you to live the life you envision for yourself and your family. Visit our website to learn more about how we can help you protect and grow your wealth across generations. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use by residents of AL, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, and WI only.
- 网站
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https://www.granitewm.com/
Granite Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Richmond，Virginia
- 类型
- 合营企业
- 创立
- 2021
地点
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主要
获取路线
5701 Patterson Ave
US，Virginia，Richmond，23226
Granite Wealth Management员工
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John Cain, CFA?, CFP?
Managing Partner at Granite Wealth Management of Wells Fargo Advisors Financial Network
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Mandi Quicke
Operations Manager at Granite Wealth Management
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Mabel Boettcher
Senior Client Associate at Granite Wealth Management
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Ron Cain
Managing Partner at Granite Wealth Management
动态
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You’re excelling at managing the kids, holiday shopping, hosting, AND doing a thorough year-end financial review, right? That’s a joke. Of course you’re not. Nobody is! That’s one of the reasons Granite stays in business. Having a super clear line of sight into your full financial picture - and acting accordingly - is something that most of us just don’t have time for. And we want your money to be supporting the way you spend your time, not the other way around. Having said that, a year-end financial review (even a partial one) is an important step to take. As we point out in our most recent article, it’s one of the best gifts you can give yourself and your family: https://lnkd.in/erMGYcE7 If you have an investment advisor, they should be taking the lead on managing your year-end financial review and walking you through the results. But if you don’t have an advisor, we hope our year-end financial review checklist will help you get a clearer picture of your finances and some actions you might want to take moving into 2025. Get the checklist here: https://lnkd.in/erMGYcE7 If you have questions about anything in the guide, we hope you’ll reach out! That’s what we’re here for. If you want to see more articles like this, follow Granite Wealth Management. #FinancialPlanning #YearEndReview #WorkLifeBalance #HolidayStress #FamilyFinances #CareerAndKids #FinancialWellness #SmartMoneyMoves #PlanForSuccess #PersonalFinanceTips #FinancialAdvisor #GoalSetting #WealthManagement #YearEndPlanning #FinancialGoals #MoneyManagement
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