Brian W. Sak

About Brian W. Sak

At Granite Harbor Advisors, we are committed to helping successful families and individuals achieve clarity, confidence, and security in their financial lives. By aligning each client’s unique goals with tailored strategies, we provide more than just results—we deliver peace of mind. From designing bespoke investment portfolios to navigating complex insurance and risk management needs, we take a disciplined, holistic approach to wealth management.What drives me personally is building relationships and making a meaningful impact. I thrive on understanding what keeps clients up at night and simplifying the complexities to help them rest easier. As fiduciaries, we go beyond the fundamentals of financial planning, leveraging specialized knowledge and an efficient process to tackle the specific challenges successful families and entrepreneurs face.Since graduating from Texas A&M, I’ve obtained multiple professional designations in financial and retirement planning, and served as Chairman of the Forum 400, one of the industry’s most respected associations. It has been an honor to serve in this industry for 20+ years as speaker, contributor, business owner, mentor, and most of all, advisor to those who have entrusted our firm. Beyond work, I enjoy pretty much anything outdoors—hunting, fishing, golfing, skiing, slow-cooking BBQ, and spending time with my family. Together with my wife, Crystal, and our three children, we are also involved in our church and local community in Magnolia, TX.

Experience

1. Managing Partner

   Granite Harbor Advisors

   Jan 2011 — Present · Houston, TX, US

   As comprehensive financial advisors, we take pride in becoming the family’s Chief Financial Officer. We spend our time organizing, optimizing and maintaining the family’s entire financial picture so that our clients can spend more of their time doing what they enjoy. Our comprehensive approach gives our clients the knowledge to make thoughtful decisions about the future. They also have the discipline needed to stay on track. Most importantly, they have the confidence in knowing their plan will lead them to where they want to go.As asset managers, every dollar invested has a goal. Whether it is used to buy a new home, pay for college, fund retirement, or leave to the next generation, each dollar our clients choose to invest has a purpose. At Granite Harbor Advisors, we articulate that purpose and create a logical, efficient, evidence-based portfolio.When it comes to insurance and risk management, we help business owners and executives make informed decisions to maintain and preserve financial success through creative strategies. As independent brokers, we help our clients understand the risks they face in life, then help them determine which risks to retain, and which risks to transfer through the use of of financial products.

Education

• Rice University

  Certified Financial Planner®, CFP®

  2009 — 2010

• The American College of Financial Services

  Chartered Life Underwriter and Chartered Financial Consultant, CLU®, ChFC®

  2010 — 2011

• Texas A&M University

  Bachelor of Science, Business Psychology

  1999 — 2003

Skills

• Finance
• Retirement
• Mutual Funds
• Securities
• Estate Planning
• Financial Services
• Insurance
• Financial Advisory
• Financial Planning
• Wealth Management
• Investment Advisory
• Investments
• Retirement Planning
• Finra