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Financial Advisor

Granite Bay Wealth Management

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.

Fee-Only Wealth Management for Northern California Families

Granite Bay, CA

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About Granite Bay Wealth Management

Granite Bay Wealth Management is a Northern California fee-only RIA serving high-net-worth individuals, families, and business owners in the Sacramento area. Their CFP and CPA professionals provide integrated investment management, financial planning, tax strategy, and estate planning with specialization in equity compensation and business exit planning for Sacramento-area entrepreneurs.

Services & Specialties

Services

Equity Compensation
Business Exit Planning

Financial Advisor Specialties

Investment Management
Tax Strategy
Estate Planning
Retirement Planning

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Pricing

AUM-Based

States Served

CA

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