At Granite Peak, our core values shape every interaction and decision. We believe that integrity, relationships, and expertise are essential in serving our clients.

Building Wealth for things that matter

Holistic Strategic Planning

Bringing Clarity to the Complex

Combined view of family net worth, cash flows

Consolidated investment management reporting across all entities

Independent – work with existing relationships

Strategic coordination with CPA, attorney’s, etc.

Trustee Administration

Trustee Services: Protecting Your Legacy with Integrity and Care

Flexible Asset Management

Tailored Strategies for Lasting Impact

Consolidated Financial Reporting

See Your Entire Financial Picture in One Place

Track all assets, regardless of structure, type, liquidity, etc.

Visibility into outstanding capital commitments, recallable distributions, etc.

Compare performance against virtually any benchmark

Easily track IRR and MOIC on any asset class – including non-liquid alternatives

Financial Clarity

We Bring Order and Coordination to Your Financial Life

We manage the details so you can devote time to family and purpose

We strive to make the complex simple

We steward your affairs with discretion and foresight

We bring confidence through clarity, coordination, and care

DIRECTED TRUSTS

Strategic Guidance for Purposeful Wealth Management

“

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.

Geri

CEO, Wealth Advisors