HOW DO WE GO BEYOND INVESTING?
MEET OUR TEAM
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.
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.
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.
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.