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Mission & Values

Our Mission

At Granite Financial, we have the client—and only the client—in mind. Our mission is to build a long-term relationship and establish a deep understanding of you and your unique needs, wants and goals. We’ll then work together to develop, implement and monitor a customized financial strategy designed to address your unique needs.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal financial challenges can feel overwhelming. We are committed to utilizing all of our resources to help you pursue your goals.

We understand the challenges that business owners face today. You face a unique set of needs and planning challenges, and we understand that. We believe in thinking “outside the box,” and we’re not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you and your satisfaction.


Our Values

We partner with clients to help them establish and achieve their financial goals through objective financial planning, management of investment assets, and the implementation of risk protection strategies. Our purpose is to help build, manage and preserve clients’ wealth. We place the utmost value on:

  • Objectivity
  • Independence
  • Integrity
  • Honesty
  • Relationships
  • Kindness
  • Empathy

As your team of trusted financial professionals, we are committed to upholding these values, and to providing top-tier services and support on your journey toward and/or through retirement. We strive to maintain the highest ethical standards and the greatest possible professional competence for the benefit of you, our client. With each relationship, we emphasize exceptional service by effectively utilizing our extensive resources, experience, independence and education.

Our primary purpose is to help you build, manage and preserve wealth.