Granite Wealth Strategies

Granite Wealth Strategies is a financial services firm headquartered in Vancouver, Washington. Employing 5-9 individuals, the company generates an estimated annual revenue of $2.5 million. Granite Wealth Strategies focuses on providing personalized financial guidance to its clients. They specialize in utilizing conservative strategies to identify and address financial challenges, aiming to empower clients to achieve financial independence and pursue their personal goals. The company emphasizes building long-term relationships with clients based on trust and transparency. They believe in a holistic approach to wealth management, considering clients' values and aspirations beyond just financial metrics. Granite Wealth Strategies can be reached through their website at granitewealthstrategies.com. Securities are offered through Cetera Advisor Networks LLC, a Member FINRA/SIPC, and investment advisory services are provided through CWM, LLC, a registered investment advisor.