Robert J. Walczak, CFP^®

AIF^®

622.15 Miles

Granite Oak Private Wealth

840 Crescent Center Dr Suite 600
Franklin, TN 37067

+ 1 More Location

Granite Oak Private Wealth

1C Commons Drive #17
Londonderry, NH 03053

FINANCIAL ADVISOR'S WEBSITE

www.graniteoakwealth.com

(615) 798-0220

+1 More Number

(603) 894-4554

CONNECT WITH Robert

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Robert Walczak is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Granite Oak Private Wealth in Franklin, TN and the surrounding communities.

Financial Advisor Overview

Granite Oak Private Wealth is a CFP®-led wealth management firm with offices in Franklin, Tennessee and Londonderry, New Hampshire, providing retirement planning, estate planning, tax strategy, and investment management to individuals and families. We work with individuals and families who have built meaningful success and want their wealth to support purpose. Additionally, we help clients pursue clarity and long-term impact. For example, our clients often include business owners, high earners navigating increasing financial complexity, and pre-retirees preparing for their next chapter. Moreover, we guide multi-generational and legacy-focused families who seek thoughtful stewardship across generations.

Financial Advisor Experience

We are a family-owned, generational wealth advisory firm built on honesty, sincerity, and integrity. Indeed, our approach is truly authentic, deeply personal, and far from corporate. Today, clients face volatile markets, constant news cycles, and longer life expectancies. As a result, financial decisions feel more complex. Therefore, we cut through the noise and create strategies that protect what matters most. Furthermore, we serve as your personal CFO and manage every aspect of your financial life, so you can focus on living it. Whether you are planning for retirement, preserving generational wealth, or building a philanthropic legacy, we guide you every step of the way.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance
Fixed annuities
Variable annuities

Broker-Dealer Disclaimer

Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Granite Oak Private Wealth and Arkadios are not affiliated through any ownership.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes