About Us

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Founded in 2003, Sharper Granite has quickly grown to become a reliable and trusted partner, helping clients navigate their own paths to financial freedom. Throughout our years of service, we have learned that clients want and need guidance that is customized to their unique situation and risk tolerance and delivered with care. This is a founding principle for our firm.

We stay close to our clients and absorb the latest research with them in mind. We are reflective of how current macroeconomic events effect future outcomes for each client. We pride ourselves on our availability and communication, working to alleviate client concerns… enabling investors to sleep better.

As a Registered Investment Advisory firm, we are a fiduciary and must act in the best interest of our clients at all times. This has been our guidepost from our beginning. We don’t sell financial or investment products. We don’t receive commissions on any investment vehicle that we recommend. This allows us the freedom and flexibility to allocate assets in a way that best serves the client – their individual risk tolerances, time horizon, goals and life plan. We have a world of investable assets at our disposal to create an efficient portfolio, customized to the individual client’s goals and cognizant of their entire financial picture including assets outside the investments we manage.

We have a skilled team delivering high-touch services for planning, projecting and securing your financial future. Let’s meet them: