Granite Harbor Advisors
About the Business
Granite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families.
As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.
Every dollar our clients choose to invest has a purpose, whether it's for buying a new home, funding retirement, or leaving a legacy. At Granite Harbor Advisors, we articulate that purpose and create a logical, efficient, evidence-based portfolio to help our clients achieve their financial goals.
We are committed to identifying investment opportunities, including private markets, to help our clients reach their financial goals. As a Registered Investment Adviser (RIA) firm, we offer a fresh perspective on a broad range of today's most desirable asset classes.
Our Compass360 Process helps clients create, implement, and maintain a comprehensive financial plan that combines wealth accumulation and asset protection strategies. We specialize in tax-efficient methods of preserving long-term portfolio value and offer private placement life insurance (PPLI) and private placement variable annuities (PPVA) to provide robust tax benefits and liquidity for investors.
Granite Harbor Advisors also helps clients protect their wealth with insurance products and risk management solutions. By bringing together investment and insurance specialization, we help clients see insurance as a true asset class that can be strategically used to advance their financial goals.
We offer unparalleled insurance and estate planning solutions for successful individuals and families, with a bespoke and discreet approach that sets us apart from our competitors. Our core values guide everything we do, from providing fiduciary advice to offering business continuity plans for long-term service.
At Granite Harbor Advisors, we aim to help clients live their best lives with more time, less stress, and multi-generational financial security. We provide a comprehensive planning process that allows clients to spend more time doing what they enjoy, while we take care of their financial needs. Contact us for a complimentary consultation to learn more about the GHA Difference and how we can help meet your family's financial needs.
Photos
Location & Phone number
10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been with Granite Harbor for over 25 years and have been very pleased with their financial capabilities and management of our financial plan throughout this time. We have seen them grow and continue to add talented people in order to provide consistency, continuity, and diverse options for our family’s planning through the various stages of our work careers, retirement, and now into our estate planning. We appreciate the personal approach they offer while maintaining the highest professional service and level of fiduciary responsibility."
"We have been clients of Granite Harbor Advisors for almost 10 years. They have consistently delivered top professionalism and knowledge on how best to grow and protect our investments. We highly recommend their services. Sincerely, Allan & Abby Grobe"
"We have been with Granite Harbor from their start and with Brian for many years more! Brian and team help us develop a sound, diversified plan that allowed us to retire before turning 60! While still employed, they gave advice regarding 401k options including options that allowed us to move funds into other assets without generating tax impacts. Brian was key as we navigated retirement and distributions. He and the rest of the team are always available for questions and advice. We also appreciate their ability to discuss financial options in terms basic for us non-financial types! I’ve referred many friends to Granite Harbor! They are the best!"
"As an estate planning attorney, I want the best financial advisors and insurance professionals helping my clients. I have found the best with Brian, Nick, and the rest of the team at Granite Harbor. Granite Harbor is my first call when one of my clients is in need of a financial advisor or if we have identified a need for life insurance as a part of their overall estate plan. They are professional, thoughtful, responsive, helpful, and incredibly warm and down to earth. I have entrusted them with some of my most important client relationships, and they have never let me or my clients down!"
"We have been clients of Granite Harbor from the beginning. Started with them while working and now 8 years of retirement. Brian even sat in on my retirement calls with the company to ensure a smooth transition and studied our companies options and process. The firm is very family oriented. They are professional, customer oriented, honest, and their fees are reasonable. I like the way they continue to diversify the services they offer to provide the best product. I consider them friends and rely on their services to enjoy our retirement. You can not go wrong with checking them out. I am so confident in Granite Harbor, our mid 30’s daughter and son in law are clients as well."
List of local businesses, places and services in Texas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos