Granite Wealth Advisors

Is your compensation working as hard as you do?

A five-minute checkup for pharma, biotech, and med-device commercial leaders. Enter a few numbers, see where your equity, bonus, and old retirement accounts stand, then request your free one-page plan.

Built for Regional Directors, VPs of Sales, and franchise leaders with RSUs, PSUs, options, and a career that moves every few years.

The three pillars

Every plan we build checks the same three things

Cash flow & savingsVariable bonus, deferred comp elections, what to do with a vesting event.
InvestmentsCompany stock concentration, old 401(k)s from past employers, one portfolio.
Tax planningRSU withholding gaps, option timing, state tax when you relocate.
Step 1

Your numbers

Estimates are fine. Nothing here is saved or sent until you choose to request your plan.

Compensation
Company equity
Retirement & other accounts
Step 2

Your checkup

Updates as you type. These are estimates for conversation, not tax advice.

Checkup ledger

Investments
Company stock concentration
Tax
Estimated RSU withholding gap, next 12 months
Investments
Old 401(k) money with no plan
Cash flow
Unvested equity at risk if you change jobs
Cash flow
Deferred comp exposure
Tax
Estimated marginal rate on your next vest
Who you'll be talking to
Brent Lowe
Brent Lowe, Principal

Independent fiduciary advisor. Brent works with pharma, biotech, and med-device sales leaders who want their equity, bonus, and retirement accounts handled as one plan, and he'll be the one on your call.

Step 3

Get your free one-page plan

After a 30-minute discovery call, you'll receive a one-page plan covering all three pillars: what to do with your next vest, what to do with the old 401(k)s, and how to handle your comp going forward. No obligation, and no sales pitch on the call.