Granite Harbor Advisors
Tim Smith CFP® has extensive experience in financial planning and management, currently serving as a Board Member for Ronald McDonald House Charities Greater Houston since January 2024 and as Managing Partner at Granite Harbor Advisors since March 2006. Previously, Tim held the position of Executive Board Treasurer at Ronald McDonald House Charities of Greater Houston/Galveston from January 2019 to December 2021 and worked as a Financial Advisor at AXA US from May 1996 to December 2013, specializing in personal financial planning for business owners and executives. Earlier in Tim's career, roles included Accounting Manager at CB&I, Office Manager at Azzarelli Builders, and Assistant to the Construction/Operations Manager at Azzarelli Construction. Tim is an alumnus of Governors State University.
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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.