Granite State Wealth Management is an independent financial planning firm providing comprehensive wealth management services to individuals, families, and corporate retirement plans. 

OUR MISSION is to be advisors who champion honesty, sincerity, and integrity.

OUR PHILOSOPHY is proven and simple. A financial plan is only as good as the personal knowledge that goes into building it.

We provide independent and conflict-free advice and work hard to develop strong and trusted relationships with our clients. It is our experience that such relationships result in financial plans that are best suited to help meet the needs and goals of our clients.

Most importantly, at Granite State Wealth Management, we are fiduciaries, which means that with everything we do, we have our client's best interests at heart.

Contact us today to set up a complimentary initial consultation.

Five Star Wealth Manager, four years in a row!*

Click on the logo to the left to find out more about this elite award.

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*2011 and prior years:
Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012 &2013: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit

Important Information About Your Advisor.

This communication is strictly intended for individuals residing in the states of
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
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