Granite Wealth Management

Granite Wealth Management A financial management and investment services company located in Modesto, California.We provide highly personalized services to help clients manage wealth.

Granite Wealth Management is an independent financial planning and investment services company powered by LPL Financial. www.lpl.com We strive to remove the anxiety around investing and retirement planning. We provide highly personalized services and advice to families and buisnesses that want help planning financially for things that are important to them. www.granitewealthllc.com

08/27/2026

While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.

Happy Financial Awareness Day!Financial awareness is the foundation for every confident decision, every goal pursued, an...
08/14/2026

Happy Financial Awareness Day!

Financial awareness is the foundation for every confident decision, every goal pursued, and every future built.

Take time today to check in on your financial picture- know where you stand, plan with purpose, and move forward with clarity!

We are here to help you feel empowered every step of the way!
Small steps today. Stronger tomorrow!

08/14/2026

By focusing on diversification, clear financial objectives, and thoughtful fund selection, investors can build portfolios that reflect both their goals and beliefs.

08/12/2026

Retiring soon? Congratulations. It's a good time to take some risk out of your portfolio.

08/10/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

07/28/2026

Learn how leaders can spot, support and scale the intrapreneurs already inside their organization to drive lasting competitive advantage.

07/27/2026

"Will my money last?" is the most-asked question from people in or near retirement. Here's what you need to know.

🍦 Happy National Ice Cream Day! 🍦Life is a lot like an ice cream cone—it's best enjoyed when you don't have to worry abo...
07/19/2026

🍦 Happy National Ice Cream Day! 🍦
Life is a lot like an ice cream cone—it's best enjoyed when you don't have to worry about it melting away. 😄
A solid financial plan can help you savor today's sweet moments while preparing for tomorrow's goals. Whether it's planning for retirement, building your savings, or creating a legacy for your family, the right strategy helps make life's treats even sweeter.
So today, enjoy your favorite scoop (or two!) and remember: a little planning today can lead to a lifetime of sweet rewards.
🍨 What's your go-to ice cream flavor? Share it in the comments!�

07/10/2026

Here's how the sign-up process for the Trump Accounts work.

07/09/2026

The sprawling Rosenthal clan is meeting this weekend to reconnect and empower future generations with family wisdom on finding success.

Address

4101 Tully Road
Modesto, CA
95356

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12098460744

Website

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