You’ll never have enough until you decide that you do.

What’s it for?

It’s easy to become caught up in relentlessly pursuing wealth without understanding what you really want it for.

We facilitate conversations that help you self-discover the wisdom you need to make great decisions for yourself and your family. We’ll help you work towards and claim your “enough,” and may even change the way you keep score along the way.

At Granite Oak Private Wealth, our mission is simple yet powerful: We strive to provide peace of mind. We believe true wealth is not measured only by numbers, but by living a life that feels right for you. Too often, people get caught in the endless pursuit of “more” without ever defining enough. We help you discover what “enough” means for you – personally, financially, and for your family – so you can live with confidence and clarity.

2024 Forbes Top Next-Gen Wealth Advisors Best-in-State

Awards & Recognitions

Most recently, Robert was recognized as a Forbes Best-in-State Top Next-Gen Advisor in 2024. We believe this recognition reflects our dedication to helping you make purpose-driven decisions that lead to a secure and fulfilling future.
See All Awards

2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2024; based on data gathered over a 12-month period as of 03/31/24. 4081 Advisors were considered, 1621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Granite Oak Wealth Management logo

We are a family-owned, generational wealth advisory firm built on honesty, sincerity, and integrity. Our approach is far from corporate, truly authentic, and deeply personal. We work with clients navigating the challenges of volatile markets, 24-hour news cycles, and longer life expectancies. By cutting through the noise, we create strategies that protect what matters most.

We are your Family Office – your personal CFO – managing all aspects of your financial life so you can focus on living it. Whether you’re planning for retirement, preserving generational wealth, or building a philanthropic legacy, we’ll be here every step of the way.

It’s about living a life that feels right for you.

You may come to us with questions about the economy, markets, or your finances, but we’re really here to help you figure out what it takes to feel secure and fulfilled. We’ll look at everything your money touches and integrate it into a plan made just for you.

See How We Can Help
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Investment Strategy

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Tax Planning

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Risk Management

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Business Planning

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Retirement Planning

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Estate Planning

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Long-Term Care

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Charitable Giving

Retirement is all about fresh opportunities.

Whether you focus on family time, freelance work, volunteering, or turning a hobby into income, retirement is your chance to reinvent yourself. As you enter this phase, keep a flexible approach and see where new opportunities can lead you.

Our Approach

Money is a powerful tool.

Your money is a resource to empower your choices, not limit them. We’ll be here to help ensure it never holds you back from where you want to go.

Claim your version of enough.

Schedule a Call

Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Granite Oak Private Wealth and Arkadios are not affiliated through any ownership.

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