Our business is built on a foundation of thoughtful client relationships.

Working Towards your Financial Goals

Our Process

We create custom strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Riskalyze

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

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Five Star Professional

Years of experience has given us the opportunity to earn the Five Star Professional Award.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

John Zezini is a Registered Representative with and Securities offered through LPL Financial, Member FINRA & SIPC.

Investment advice offered through Granite Bay Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, DE, ID, NV, TX, VA, WA.

Securities Investor Protection Corporation: SIPC .

Financial Industry Regulatory Authority: FINRA.