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 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio 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.