Jonathan Edwards Email & Phone Number

Granite Financial Partners strives to make complex issues simple and remove the barriers to your financial success. We ask the tough questions to understand what matters most to you, and build your wealth plan around your values. We understand that your family's knowledge, experience, education, and unique values are as important as tax strategies and sound investments, when maintaining total wealth. After helping you to determine your goals, we will review all available resources, design or refine your plan and work with you to get things done. Throughout the process we will review your plan and assess milestones to help ensure achievement. Whatever you need to keep your plan moving forward, we are here to help.I aim to be a pillar of strength for family leaders who are driven to maintain their wealth and build a legacy. I have worked with hundreds of individuals to invigorate family communities using several resources - Human, Intellectual, Financial and Social Capital. Known for my ability to quickly grasp complex issues within a family business system, and my skill in getting to the heart of a client's personal challenges, I can be a go-to personality for highly successful owners of closely held businesses. My ease in creating consensus among family stakeholders enables me to deliver a plan that serves both the client and the long-term health of the business.In private financial management since 1988, my goal as a trusted advisor incorporates my technical knowledge with a keen sense of preserving wealth. Because I take the time to know and understand my clients, I am able to periodically refine strategies to account for my clients' natural life changes.

Listed skills include Investments, Business Planning, Small Business, Strategic Planning, and 10 others.

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  Principal And Founder

  Granite Financial Partners

  Oct 2005 - Present - Greater Boston Area