Granite Harbor Advisors: Company Market Research Report
1. Company Overview
Name
Granite Harbor Advisors
Mission of the Company
Granite Harbor aims to help business owners, executives, and wealthy families make informed decisions to maintain and preserve their financial success.
Founding Details
- When Founded: No information is available.
- By Whom: No information is available.
Key People in the Company
- Timothy B. Smith, CFP® - Partner
- Brian W. Sak, CFP®, CLU®, ChFC® - Partner
- Nicholas M. Brown, CFA, CFP® - Partner
- Tasha Slawson, IACCP® - Chief Operating Officer
- Additional Team Members: Includes various wealth advisors and client service advisors.
Headquarters
Houston, Texas
10603 W Sam Houston Parkway N, Suite 450, Houston, TX 77064
Number of Employees
No information is available.
Revenue of the Company
No information is available.
What the Company is Known For
Granite Harbor Advisors is known for:
- Comprehensive expertise in investment management, holistic financial planning, and advanced life insurance strategies.
- Focused service for business owners, corporate executives, and high-net-worth individuals and families.
- Tailored financial planning, wealth management, and life insurance solutions.
2. Products and Services
Products Offered
Multi-Family Office
- Description: Bespoke financial planning services designed specifically for ultra-high-net-worth families, requiring collaboration among various professionals.
- Key Features: Custom solutions for complex financial situations without the need for an internal family office structure.
Asset Management
- Description: Tailored portfolios that align with clients' life goals using an evidence-based investment approach.
- Key Features: Logical, efficient portfolio management for retirement and legacy planning.
Private Market Investments
- Description: Investment opportunities in private markets, aligning with the sophisticated needs of high-net-worth clients.
- Key Features: Insights into private markets as a multi-trillion-dollar asset class, offering unique investment perspectives.
Financial Planning
- Description: Planning that harmonizes wealth accumulation with asset protection within a comprehensive framework.
- Key Features: Compass360 Process used to craft, implement, and maintain financial plans.
Private Placement Life Insurance
- Description: Tax-efficient strategies for long-term portfolio value preservation using PPLI and PPVA.
- Key Features: Significant tax advantages and liquidity for accredited investors.
Traditional Life Insurance
- Description: Strategic insurance solutions to protect and build wealth.
- Key Features: Insurance viewed as a critical asset class to achieve key financial objectives.
3. Recent Developments
Recent Developments in the Company
- Moved headquarters to Remington Square development in northwest Houston.
- Expansion into a new state-of-the-art office to serve as a central educational and service hub.
New Products Launched
No information is available.
New Features Added to Existing Products
No information is available.
New Partnerships
- Collaborated with Oxford, Mississippi-based Addicus for a senior living facility project in Cypress, raising $12 million in less than a month.
Recognitions & Awards
- Brian W. Sak, CFP®, CLU®, ChFC® - Recognized as one of Forbes' Top Financial Security Professionals Best-In-State, ranking #15 and #13 for different years.
Strategic Goals
- Initially set a plan in 2020 to reach $1 billion in assets by 2030, but the firm is on pace to reach that goal by 2027.
- Aiming to grow from $500 million to $10 billion in assets under management in the next 10 years.
This company report is based on the information available as of the current data set provided. For further inquiries or more detailed specifics, contacting Granite Harbor Advisors directly is recommended.
