The markets can be unpredictable, but your retirement planning doesn’t have to be.
As an independent financial planning firm, our goal is to provide the right information to help you make the right decisions for a secure and comfortable retirement. We understand that the money you’ve worked hard for needs to provide a reliable income stream in good markets and bad.
Our expertise and highly personalized service enables us to create solutions that take advantage of all of your opportunities.
Our commitment is to be advisors who champion honesty, sincerity, and integrity. At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve.
*The 2018 ranking of Forbes' Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices," which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click [here] for the full methodology(2) that Forbes developed in partnership with SHOOK Research.
1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings