Growing Wealth with Purpose
Strategic, independent advisors focused on helping your family steward resources and legacy.
We value relationships with families who fund opportunity, invest in the future, inspire confidence, and create a positive impact for future generations.
Expertise rooted in discipline, flexibility, and trust
Bringing Clarity to the Complex
See Your Entire Financial Picture in One Place
We Bring Order and Coordination to Your Financial Life
Looking for our Trustee Services?
Protecting Legacy
Protecting Legacy
Fostering Impact
Fostering Impact
Rooted in Relationships
Rooted in Relationships
"We’ve worked with Brian Wagner for over 20 years, first as our CPA, and now as an Independent Trustee. Brian has managed our trusts with wisdom, integrity, and unwavering professionalism. His stewardship has preserved and grown our portfolio with both skill and care. Just as importantly, his character inspires complete confidence—he is not only a trusted advisor, but also someone we deeply respect. We could not recommend him more highly."
"Granite Peak's depth of knowledge and experience are the foundation for his success in serving his clients. The personal level of interest and support he genuinely offers makes him the perfect balance of professional and personable consultant you want to work with."
"The Granite Peak team have been stellar to say the least! They have provided services and sound advice above and beyond our expectations."
"The Granite Peak team are just good, salt-of-the-earth people who you can trust to look out for the best interests of your family."
Earning trust by building relationships
