Retirement Planning
Preparing for retirement income, Social Security strategies, and lifestyle planning.
Expert Financial Commentary for Media, Podcasts & Events
Granite Oak Private Wealth is available for media interviews, podcast appearances, speaking engagements, and expert commentary on retirement planning, wealth management, financial planning, market trends, and family wealth strategies.
Robert Walczak and the Granite Oak team help simplify complex financial topics into practical conversations that audiences can understand and apply.
Granite Oak Private Weath – In The News
Business NH Magazine
May 2025 Issue
Meet Robert Walczak, CFP®, AIF®
Robert J. Walczak, CFP®, AIF®, is Managing Partner of Granite Oak Private Wealth and a CERTIFIED FINANCIAL PLANNER® professional with more than two decades of experience helping individuals and families navigate important financial decisions. Robert specializes in retirement planning, investment strategy, family wealth planning, and helping clients define what “enough” means for their lives.
He has been recognized multiple times through industry distinctions and leads a family-owned advisory practice built on honesty, sincerity, and long-term relationships.
Soundbites
“Retirement isn’t a financial event, its a life transition”
“The goal isn’t having more money than everyone else. It’s knowing what enough looks like”
“Financial planning works best when it aligns with family values, not just investment returns”
Available Interview Topics
Wealth Management
Building long-term investment strategies through changing markets.
Tax-Efficient Planning
Strategies designed to help families preserve more of what they earn.
Estate & Legacy Planning
Passing wealth intentionally and protecting future generations.
Market Commentary
Helping audiences understand economic news without unnecessary noise.
Family Financial Planning
Money conversations, multi-generational planning, and life transitions.
- 28+ years of trusted experience (Proudly serving clients since 1998)
- $200M+ assets under management
- Serving a select number of high-net worth families & individuals
- $1M-$20M typical client
- Approach: Family Office / Personal CFO model
- Areas Served: Nationwide with offices in Tennessee and New Hampshire
- Mission: “We strive to provide peace of mind.”
Awards & Recognition
MEDIA RESOURCES
BRAND COLORS:
Frequently Asked Questions
What financial topics can Granite Oak Private Wealth comment on?
Granite Oak can provide commentary on retirement planning, investment strategy, tax planning, estate planning, wealth preservation, and current financial trends.
Is Robert Walczak available for podcast interviews?
Yes. Robert is available for podcast interviews, speaking opportunities, webinars, and media discussions.
Can media outlets use Granite Oak Private Wealth logos?
Approved media assets may be downloaded directly from this page for editorial use.
How quickly can media requests be answered?
Most inquiries receive a response within one to two business days.
Looking for a financial expert or podcast guest?
Robert Walczak is Available for Media Interviews, Podcasts, Speaking Engagements, and Expert Commentary
Whether you need commentary on current market topics, retirement planning insights,
or an experienced guest for your audience, we’d love to connect.