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Granite Financial Group, LLC - Brookfield, WI

175 N. Patrick Boulevard
Suite 170
Brookfield, WI 53045-5857

Call Us: 262-792-1111

Wealth Management

Granite Financial Group is a registered investment advisor (RIA) and our advisors are registered with the broker-dealer LPL Financial. This gives us the ability to offer not only brokerage accounts, but also non-discretionary advisory services, discretionary asset management services or some mix of all three. We feel this flexibility offers our clients the most opportunities to service their needs.

We have no proprietary products, which enables us the freedom to offer the most appropriate investments to you. This objectivity is key to receiving unbiased recommendations.

Diversification is a key component in our portfolio management. We feel although it does not guarantee against loss, diversification is the most important component of pursuing long-term financial goals while minimizing risk. Diversifying is a time-tested way to balance risk and return.

Our goal is to provide a balanced and comprehensive plan that puts you on a path to help you pursue your dreams. By integrating and overseeing our services with those of our client's outside providers, Granite Financial Group helps clients arrive at a comprehensive, dynamic strategy to address their current needs of today and tomorrow.