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Working With a Financial Professional

Should Be Anything but Complex

We Invite You to Experience Granite Bridge Wealth Management

Discovering what your goals are and the meaning they apply to your life is something we strive for. From developing your portfolio to preparing successfully for retirement, our team utilizes their experience and know-how to work with you to achieve your financial aspirations.

So, How Do We Do It?

Step 1: Engagement

As we get to know each other, we’ll learn more about your goals and how we can best serve you.

Step 2: Discovery

Taking a closer look at your personal values and financial vision will help us determine how to move forward effectively.

Step 3: Analyze & Gather

Gathering the appropriate information will help us develop a clear understanding of your particular situation, assets, liabilities, etc.

Step 4: Define the Relationship

We aim to provide clarity and transparency throughout our relationship. You’ll get a better idea of our next steps and the fees involved.

Step 5: Design & Present

Taking into account your unique needs, we will build a strategy prior to presenting the details associated.  

Step 6: Implementation

We will put to work the recommendations our team has developed in order to support your goals and interests.

Step 7: Foster the Relationship

Over time, we will connect with you regularly to ensure your plan remains on track and take into account any adjustments that may need to be made. 

Are You Ready to Get Started?

Contact Us