HOW DO WE GO BEYOND INVESTING?
MEET OUR TEAM
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.
CHARLES SCHWAB INDEPENDENT ADVISOR
Granite Bay Wealth Management serves as a Charles Schwab independent advisor for the Seacoast NH area and beyond.