About
A Family Fiduciary Practice Since 1950
Our approach is straightforward: understand the whole picture, design a plan you can actually follow, and stay close as life changes.
01
Planning Philosophy
We start with listening. Every plan begins with understanding your full picture — family, goals, obligations, and what 'enough' looks like. From there we design a strategy that's coherent, written down, and easy to revisit.
02
Fiduciary Commitment
As an Investment Advisor Representative of Gradient Advisors, LLC, an SEC-Registered Investment Advisor, Dominic is held to a fiduciary standard. Your interests come first — disclosed clearly, every time.
03
Family-Business Values
Granite Crest is a small practice on purpose. You will speak with your advisor directly. Decisions are unhurried. Communication is plain-spoken. This is how we work with clients every day.