Granite Oak Private Wealth of Hudson

Granite Oak Private Wealth of Hudson is a financial planner in Hudson, New Hampshire. The firm provides fiduciary financial planning, retirement planning, estate planning, tax strategy, and investment management to individuals and families. Its clients often include business owners, high earners navigating increasing financial complexity, and pre-retirees preparing for their next chapter, as well as multi-generational and legacy-focused families. The practice is led by Robert J. Walczak, a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary®, who began his career in finance in 2004 and joined the firm in 2009. He holds a Bachelor of Science in finance and economics from the University of New Hampshire and completed an Advanced Study in Financial Planning at Merrimack College. The firm has served clients since 1998 and holds a rating of 5.00 from the customers who have reviewed it.

The firm describes its work as personal rather than cookie-cutter, tailoring each strategy to a client's goals and values. It operates like a family office, collaborating with clients' accountants, attorneys, and other trusted professionals, and works on a transparent, asset-based fee model. Its team includes four Chartered Financial Analysts and two dedicated trading desks. Services span tailored portfolio management, strategies aimed at reducing tax burden, retirement income planning, business owner guidance for growth, succession, and exit planning, and wealth transfer to the next generation. The firm's process moves from listening to a client's story, through analysis of taxes, investments, and risk, to building a strategy, coordinating with other professionals, and reviewing regularly as life changes.

Robert Walczak was recognized as a Forbes Best-in-State Top Next-Gen Advisor in 2024. The firm is family-founded and family-owned, and its team includes Amanda, who joined her family at the firm in 2017 after eight years in elementary education and serves as the main point of contact for clients.

For individuals and families in Hudson and the surrounding New Hampshire area, Granite Oak Private Wealth of Hudson pairs CFP®-led planning with a family-office approach to retirement, tax, and legacy decisions.