Guiding Principles
Fiduciary Standard
Wealth Management Philosophy
Wealth Management Philosophy
As a fiduciary, we follow these principles:
- We will put our clients' interests first
- We will act with prudence; that is, with the skill, care diligence and good judgement of a professional
- We will not mislead clients and will provide conspicuous, full and fair disclosure of all important facts
- We will avoid conflicts of interest
- We will fully
As a fiduciary, we follow these principles:
- We will put our clients' interests first
- We will act with prudence; that is, with the skill, care diligence and good judgement of a professional
- We will not mislead clients and will provide conspicuous, full and fair disclosure of all important facts
- We will avoid conflicts of interest
- We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts
Wealth Management Philosophy
Wealth Management Philosophy
Wealth Management Philosophy
These principles are at the forefront of the advice we provide:
- Time is more important than timing
- Diversification is key
- Tax efficiency in asset location and distribution plans matters
- Investors should be compensated for the risks they are taking
Independent
Wealth Management Philosophy
Independent
As an independent investment advisor, we have the flexibility to build portfolios that meet your needs. We aren't bound to another investment company and their products.
About
Jared Meyer
Jared founded Red Granite Wealth Management in 2024 after 15 years of experience in investment management. He has an extensive background in investment research and creating asset allocations that can help clients meet their financial goals. He currently sits on the Board of Directors for Shipbuilders Credit Union as the Vice Chairman.
Jared founded Red Granite Wealth Management in 2024 after 15 years of experience in investment management. He has an extensive background in investment research and creating asset allocations that can help clients meet their financial goals. He currently sits on the Board of Directors for Shipbuilders Credit Union as the Vice Chairman. In his free time he enjoys playing a variety of sports as well as going fishing. He and his wife Jessica live in Manitowoc and their dog, Ginny Weasley, keeps them busy at home.