HOW DO WE GO BEYOND INVESTING?

In today’s world, investments have become a commodity that can be obtained through any number of resources. We view investments as a tool to help our clients achieve all their hopes and dreams. Our process begins with understanding what’s important to the client. We are a resource in every area of our client’s financial life. If it has to do with money, we want the first call to be to us so we can help guide you through an ever expanding, complex world of choices.
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MEET OUR TEAM

At Granite Bay Wealth Management, we believe in a client centered approach to asset management. We begin with an in depth consultation and, when appropriate, by preparing a comprehensive financial plan. Our goal is to ensure that every client has a similar level of exceptional service with a plan that is uniquely theirs.

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INVESTMENT MANAGEMENT

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FINANCIAL PLANNING

As CERTIFIED FINANCIAL PLANNER™ professionals, we specialize in organizing your data into our financial planning software to generate reports and strategies that should help you feel well prepared for your future

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INVESTMENT PLANNING

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

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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.

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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.

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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.

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EDUCATION PLANNING

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

FIDUCIARY

Granite Bay Wealth Management, LLC is an independent registered investment adviser that uses the Charles Schwab advisory platform for brokerage and execution services.

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.
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