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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 […]

FINANCIAL PLANNING

financial planning Comprehensive 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. Whether you’re in need of Insurance, Investments, Taxation, Estate Planning or Retirement Planning services, we’ll help you make the decisions needed to reach your financial […]

Privacy Policy

PRIVACY POLICY We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not disclose any nonpublic personal information about […]

SCHOLARSHIPS

SCHOLARSHIPS The Granite Bay Inspirational Essay Contest SCHOLARSHIPS FOR THE FUTURE Granite Bay Wealth Management, LLC holds an annual Inspirational Essay contest for Marshwood High School seniors pursuing higher education. Those interested in applying must submit a completed essay no later than April 30, 2020. The winning essay may be published* on Seacoast Online and […]

Essay Entry

ACCOUNT ACCESS

ACCOUNT ACCESS Financial Plan (E-Money) Performance Reports & Billing (Black Diamond) Account Access (Charles Schwab) We protect your information, please watch the video below. Get in touch with a wealth management expert. Contact Us

INVESTOR RESOURCES

INVESTOR RESOURCES ADV FACT FINDER SEC ADVISOR CHECK CFP BOARD Get in touch with a wealth management expert Contact Us

MARKET NEWS

MARKET NEWS Get in touch with a wealth management expert Contact Us

EDUCATION PLANNING

education planning Saving For College When it comes to paying for college, it’s important to have a plan in place and a financial advisor guiding you through the process. We can help you get started on saving and stay on track throughout the years so your children can focus on getting the best education possible.  If […]