Granite Financial Group

Granite Financial brings decades of experience to the table so that we can turn your decades of hard work into prosperity and peace of mind for many more to come. For many years, the independent wealth management professionals at Granite Financial Group have helped our clients achieve their specific financial goals by crafting and executing wealth management strategies designed to endure not only today's economic landscape but tomorrow's as well.

Our Philosophy

We listen. Seek first to understand, then to be understood - words we live by. We can't help to solidify your goals with a plan unless we truly understand your unique situation. And that's why the comprehensive financial services we offer to you are secondary to this one simple guiding principle. We take the time to listen to your unique goals. There are no two people who are alike, so there simply cannot be two wealth management strategies that are identical to one another. Your strategic approach is directly linked to your specific goals, and so, first and foremost, we gain a thorough and comprehensive understanding of what you're looking to achieve and what you have a duty to protect.

Our Services

At Granite Financial Group, we offer a wide range of financial services designed to help you achieve your specific financial goals. Our team of highly competent, independent wealth management professionals can help you with personal financial planning, tax planning, estate planning, and insurance services, including life insurance, disability insurance, and critical illness insurance. We also offer business financial services, including succession planning, key people insurance, group benefit plans, and group retirement plans. Our goal is to provide you with personalized financial solutions that meet your unique needs and objectives.

Meet Our Team

Our team is led by Doug Lochhead, CIM, CFP, RFC, President and Senior Financial Advisor. With over 30 years of experience, Doug's specialty lies in working with high net worth business owners and professionals who wish to minimize taxes while preserving their wealth. Our team of professionals is dedicated to providing you with exceptional service and expert advice to help you achieve your financial goals.

Get Started

If you have been looking to speak with a professional about how to safely navigate the financial waters of your future, and have been trepidatious about doing so, we get it. It's a big decision and it should not be taken lightly. We're happy to discuss your options in a no obligation forum, layout potential pathways for you to choose from and then give you the space to make decisions in your own time. In our world, those that we work with typically stay with us for life, so there's no need to move too quickly into making such vital decisions. Get the conversation started. Give us a call today.