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Team Work

Since starting his career in professional sports Justin Swift's focus on tax and wealth management has paved the way for over 20,000 successful exchanges.

Granite Exchange provides high-touch investment expertise that centers on diversified solutions and a service-led approach. With an in-depth understanding of the intricacies of the tax code, every aspect of our advice from assessment to implementation is tailored to your unique requirements.

 

We understand that wealth means more than money.  Granite focuses on the governance of wealth - helping family businesses succeed, helping clients fulfil ambitions for their philanthropy, and preparing the next generation for inheritance.

Focused Advice

Every one of our clients has a unique story behind their wealth and equally unique plans for their future. We understand that as your wealth accumulates, the need for advice will vary. Focused Advice offers targeted recommendations for a specific area or objective for your wealth – such as investments, retirement planning or protection – or serves as a flexible alternative to comprehensive advice on your entire finances.

Industry Focus

As the leading provider of 1031 exchange solutions in the industry, Granite Exchange has established the most rigorous industry standards in voluntary compliance, transactional transparency, and funds security. Our industry-leading best practices aim to set a higher standard for QI accountability.

 

With an in-depth understanding of the intricacies of the tax code, every aspect of our advice from assessment to implementation is tailored to your unique requirement

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Leadership

"Not all Qualified Intermediaries are created equally. Any non-disqualified person can operate as a QI. Taxpayers should use care in selecting a QI with a good reputation in the industry, experience, nationwide services, and proven financial stability.  Granite is committed to making the 1031 tax deferral process streamlined and educational as well as keeping hard-earned tax dollars in your pocket."

 

Justin Swift CES

Managing Partner & Owner / Granite Exchange Services 

We are the nations most elite, full service

1031 Exchange Intermediary.

We settle for nothing less than the ideal solution for your wealth. With Granite on your side, you are

ready for what's next.

Locations

5925 Granite Lake Dr.

Granite Bay, CA 95467

219 Seacliff Plaza

Aptos, CA 95001

12100 Wilshire Blvd

Santa Monica, CA 90291

55 Broadway 

New York, NY 10006

801 S Olive Ave,

West Palm Beach, FL 33401

118 Kupuohi St,

Lahaina, HI 96761

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