Individuals & Families

Every Dream Needs Solid Direction

Everyone’s journey is unique. So is every financial path. Whether you're saving for college, planning for retirement, or preparing to leave a legacy, Granite Capital Advisors provides thoughtful, tailored, long-term guidance on everything from investment strategies and life insurance to Social Security and estate planning.

Wealth Management Services

Investment Advisory

Life Insurance

Annuities (variable and fixed)

529 Plans/College Savings

Taxable Brokerage Services

Estate Planning

Social Security Guidance

Retirement Planning

Workplace Benefits Planning

A Foundation for Your Family’s Future

We believe financial planning is about people. And about building a life of stability, opportunity, and purpose. By understanding your values and goals, we’ll help you make informed choices that protect your family’s future. Through smart investment advisory, college savings plans, and life insurance, we work to safeguard what matters most – giving you confidence today and for generations to come.

Lay the Groundwork for Lasting Financial Security

Let Granite Capital Advisors help you create a financial foundation that will last for generations.

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