Partnering

Business & Practice Transitioning

Are you an Advisor who is getting ready to retire?

Are you an Advisor looking to sell your business and do something different?

Are you worried about selling your practice because you feel obligated to continue caring for your clients?

If any of these problems resonate with you, Granite Wealth Advisors has a solution. We are looking for practices in line with our beliefs and strategies that need a buyer. We understand that passing on your practice is not an easy task. It requires faith in the firm you choose. At Granite Wealth Advisors, we stand by certain commitments should you decide to place that faith in us. We promise to:

Take care of you and your clients.
Work with advisors whose practices are large enough to have a history but small enough to provide their clients with caring, individualized attention.
Look to acquire practices that do not want to sell to large, impersonal wealth management firms.
Give our clients undivided personal attention. We get to know your clients, and you can trust that a client will never be a number to us.
Never put your clients in a box - each financial strategy is carefully planned and executed for that specific client. Our clients benefit from highly customized portfolios.

Our Transition Process

Our transition process enables your clients to feel comfortable and seeks to avoid sudden and jarring changes.

Brent will begin by creating a partnership with you by attending client meetings and fostering a shared bond with each client you have.

Upon completion of the first year of partnership, Brent will begin to take the lead in client meetings and in the responsibility of working with your clients and managing their investments.

Upon completing the second year, you are free to exit the partnership gracefully, knowing your business is in good hands.

If we sound like a good fit for your practice and your clients, reach out to start the discussion with us today. We will work together to put you and your clients first.