
HOW DO WE GO BEYOND INVESTING?

MEET OUR TEAM
INVESTMENT MANAGEMENT

FINANCIAL PLANNING
As CERTIFIED FINANCIAL PLANNER™ professionals, we specialize in organizing your finances and projecting the results of your savings so you can feel well prepared for your future.

INVESTMENT PLANNING
Our team delivers full-service wealth management, combining financial planning with investment management services designed to meet our clients' objectives.

ESTATE & TRUST PLANNING
Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

CERTIFIED PORTFOLIO MANAGERS®
As Certified Portfolio Managers®, we are committed to supporting our clients in every financial stage of your lives and staying ahead of changes in the market.

RETIREMENT PLANNING
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.

EDUCATION PLANNING
Recommending investment and accumulation strategies to help you pay for your children’s education.

CHARLES SCHWAB INDEPENDENT ADVISOR
Granite Bay Wealth Management serves as a Charles Schwab independent advisor for the Seacoast NH area and beyond.
ABOUT US
OUR FIRM
Granite Bay Wealth Management was founded in 2006 by Joseph Skees and Paul Stanley. After more than ten years working at three major Wall Street firms, Joe and Paul realized that to truly focus on the best interest of their clients, they needed to start an independent firm.
OUR PHILOSOPHY
We believe that achieving your financial goals requires diligent research, proper asset allocation and the courage to stay on course in tough times. Perhaps just as important as managing investments is managing investor behavior. We work closely with our clients to develop a long term plan and make sure they stay focused on it through the years. We work hard to provide practical real world advice to high net worth families. We strive to provide exceptional customer service and to always be available.
OUR LOCATION
We recently moved to 22 Deer Street in the beautiful seacoast community of downtown Portsmouth, NH. Just an hour north of Boston and an hour south of Portland.
Click here for directions.