Granite Harbor Advisors
Nicholas E. Gonzalez, CEPA®, CRPS®, CDMA®, currently serves as a Senior Wealth Advisor at Granite Harbor Advisors, effective March 2024. Prior experience includes roles as Senior Vice President, Private Banker at J.P. Morgan Private Bank, and Founding Partner & Head of Family Office Consulting at UBS's Inception Wealth Partners, where Nicholas provided strategic advisory to founders and multi-generational families, guiding them through complex financial landscapes including trust and estate, investment management, and tax optimization. Previous positions at Merrill Lynch, H.C. Wainwright & Co., and Maxim Group encompassed investment banking, portfolio advisory, and corporate services, contributing extensive expertise in capital raising, equity compensation, and client relationship management. Educational background reflects a commitment to continuous learning through institutions like the College for Financial Planning and the Exit Planning Institute.
This person is not in any teams
Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand what they want and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.