Business Owners
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
End of Life and Legacy Planning
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Granite Oak Private Wealth is an independent wealth management firm serving high-net-worth individuals, families and business owners throughout Southern New Hampshire and Middle Tennessee. Our services include investment management, retirement planning, tax planning, estate planning and business-owner wealth planning, delivered through a family-office approach. We work with a limited number of clients, because fit matters as much as complexity. Before recommending any strategy, we take time to understand your lifestyle, goals and family dynamics, not just your balance sheet. That relationship-first approach is what our Family Office Services are built around. Our mission is simple: provide peace of mind. We believe real wealth is not determined solely by numbers, but by the freedom to live life on your terms. Granite Oak Private Wealth helps clarify your goals and align them with your values, so you can make confident decisions that create lasting impact.
Disclosures
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.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.