Broker Check

Objective Advice Custom Made

Granite Ridge Wealth Advisors LLC™ (646) 357-3030

What We Do

Learn more

Who We Serve

Learn more

How We Help

Learn more

David A. Volkman AIF®|CWS®

MANAGING DIRECTOR/CERTIFIED WEALTH STRATEGIST

David is an accomplished Financial Advisor who has developed truly amazing relationships with his clients over the years. His objective perspective and approach has led him to be associated with independent broker dealers that support his vision. His emphasis on financial education and training has created opportunities to enhance his clients’ lives in meaningful ways. As a Certified Wealth Strategist CWS® professional and Accredited Investment Fiduciary AIF® professional, with a certificate in Applied Behavioral Finance, the combination of designations and additional ongoing continuing education allows David to have access to the latest information on risk management, financial research, portfolio design methodologies and client collaboration techniques.

Education and Professional Designations/Licenses:

  • Securities Registration Series 6
  • Securities Registration Series 63
  • Securities Registration Series 65
  • Licensed for Life & Health Insurance in New York and various other states
  • Bachelor of Science in Marketing and Management, Wilkes University
  • CWS® - Certified Wealth Strategist® Professional, Cannon Financial Institute
  • AIF® - Accredited Investment Fiduciary, Fi360
  • Certificate in Applied Behavioral Finance

Check the background of this investment professional on FINRA’s BrokerCheck

Helping You Navigate The Complex
World Of Finance

Every client has specific ingredients that go into developing and assembling their specific financial plan.


Financial Planning


Learn more


Portfolio Development  


Learn more


Risk Management


Learn more

More Than Just A Client To Us. You Are Our Partner.

As a professional in my field, I prioritize cultivating genuine and authentic connections with my clients. The relationships I develop are not just transactional but are built on trust and mutual understanding. The meaningful bond that grows between us is the foundation of our work together, allowing us to navigate challenges and achieve goals collaboratively. I firmly believe that the authenticity of our relationship is what paves the way for success and lasting impact.

Meet The Team