The Balance Sheet

Behind the Scenes: What a Wealth Manager Really Does


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In this episode of The Balance Sheet, we sit down with Austin Manning, a wealth manager at Granite Harbor Advisors, to discuss how the firm’s approach to financial planning sets it apart—especially when it comes to life insurance. Austin shares his journey from an accounting background to financial planning, his passion for helping clients, and his thoughts on mastering macroeconomics. We also get a glimpse into his personal interests, from history and sports to his love of Dungeons & Dragons. Plus, he shares a surprising movie recommendation you won’t want to miss. Tune in to get to know Austin and gain valuable insights on financial planning done right!
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The Balance SheetBy Granite Harbor Advisors