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, 2019. The winning essay may be published* on Seacoast Online and […]

Essay Entry

ACCOUNT ACCESS

ACCOUNT ACCESS Account Access Performance Reports & Billing Statements Charles Schwab We protect your information, please watch the video below.

INVESTOR RESOURCES

INVESTOR RESOURCES ADV FACT FINDER SEC ADVISOR CHECK CFP BOARD

MARKET NEWS

MARKET NEWS

EDUCATION PLANNING

EDUCATION PLANNING When it comes to paying for college, it is important to have a plan and a professional to guide you through the process. We can help you get started and stay on track through the years so that your children can focus on getting the best education possible. Take a minute to watch the […]

ESTATE PLANNING

ESTATE PLANNING Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away. Granite Bay Wealth Management can help you understand your choices and connect you with the right professionals to ensure that your assets are protected, and your […]

WEALTH MANAGEMENT

WEALTH MANAGEMENT Wealth Management goes beyond just managing investments.  It is a consultative process of working with clients to develop a financial plan and find solutions to complex problems. We coordinate a team of experts to address client needs and help you navigate through your financial life. Take a minute to watch the informational video below […]

RETIREMENT PLANNING

RETIREMENT PLANNING Transitioning to retirement can be an overwhelming decision.  People work hard to accumulate their wealth and often have not taken the time to understand where their income will come from after retirement.  We help our clients manage spending and maximize investment income to help them live out their golden years in comfort and […]