Brian W. Sak, Cfp®, Clu®, Chfc® Email & Phone Number

At Granite Harbor Advisors, we are committed to helping successful families and individuals achieve clarity, confidence, and security in their financial lives. By aligning each client’s unique goals with tailored strategies, we provide more than just results—we deliver peace of mind. From designing bespoke investment portfolios to navigating complex insurance and risk management needs, we take a disciplined, holistic approach to wealth management.What drives me personally is building relationships and making a meaningful impact. I thrive on understanding what keeps clients up at night and simplifying the complexities to help them rest easier. As fiduciaries, we go beyond the fundamentals of financial planning, leveraging specialized knowledge and an efficient process to tackle the specific challenges successful families and entrepreneurs face.Since graduating from Texas A&M, I’ve obtained multiple professional designations in financial and retirement planning, and served as Chairman of the Forum 400, one of the industry’s most respected associations. It has been an honor to serve in this industry for 20+ years as speaker, contributor, business owner, mentor, and most of all, advisor to those who have entrusted our firm. Beyond work, I enjoy pretty much anything outdoors—hunting, fishing, golfing, skiing, slow-cooking BBQ, and spending time with my family. Together with my wife, Crystal, and our three children, we are also involved in our church and local community in Magnolia, TX.

Listed skills include Insurance, Retirement Planning, Financial Planning, Estate Planning, and 10 others.