ABOUT

How We're Different

Welcome to Our Firm

At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with.

Our Services

We are a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.

As a fiduciary we are ethically bound to act in our client’s best interest. Our investment management plans are objective, unbiased and focused on the unique needs of our clients.

We collaborate with you to understand your personal and financial goals as we create a thorough and informed financial strategy that changes to fit the goals in your life. Click here to learn more about the high standard of loyalty, honesty and trust we hold ourselves to as a fiduciary.

Meet Our Team

Joseph R. Skees, CFP®, CLU®, ChFC®, CEBS

jskees@granitebaywm.com

Joe graduated from The University of Massachusetts Dartmouth with a Bachelor’s in Business Management. Joe also received his CEBS designation from the Wharton School of the University of Pennsylvania and International Foundation for Employee Benefit Plans.

Joe is a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®)

Before opening Granite Bay Wealth Management in 2006, Joe spent 10 years as a financial advisor for three different Fortune 500 companies. Joe also served 8 years in the Massachusetts Army National Guard, HHC 182nd Mechanized Infantry.

In his free time, Joe enjoys cooking, tennis and travel. He currently lives in Portsmouth, NH with his wife and two children.

Paul S. Stanley, CFP®

pstanley@granitebaywm.com

Paul graduated from Bentley College with a Bachelor’s in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management after realizing that independence was the only way to truly offer what was best for his clients.

Paul is a CERTIFIED FINANCIAL PLANNER (CFP®) and has successfully completed level one of the Chartered Financial Analysts (CFA) exam.

Paul has served as an elected member of the MSAD 35 School Board, Chairman of the South Berwick Sewer District and a board member of Marshwood Youth Baseball. He spends his free time coaching baseball, traveling, golfing, running, and playing guitar. Paul lives in Dover and has two sons: Trevor, attending the University of San Francisco and Chase, who will attend Thomas College and play baseball in the fall.

Nathaniel B. Cary

ncary@granitebaywm.com

Nat graduated from Boston University with a Bachelor’s in International Business. Before joining Granite Bay Wealth Management in 2006, Nat spent 10 years as the Director of Lending at the Cambridge Trust Company, and worked as a financial advisor at John Hancock, Merrill Lynch and UBS. Nat serves on the Executive Committee and Board of Directors for the Child Care Resource Center, is a committee member for the Essex County Community Foundation and serves on the Advisory committee for Aveo Pharmaceuticals. Nat lives in Lynn, MA with his wife and in his free time enjoys skiing, tennis and traveling to visit his daughter and grandson in Thailand.

Alisha Roberts

aroberts@granitebaywm.com

Alisha graduated from Fitchburg State College with Bachelor’s in Economics. Before joining Granite Bay Wealth Management in 2006, Alisha spent 15 years as a Senior Registered Client Service associate and Branch Technical Liaison at UBS/ Paine Webber. Alisha lives in Hampton Falls, NH with her husband and two sons. She is very active in the local community and in her free time enjoys yoga and reading.

Sharon L. Brown

sbrown@granitebaywm.com

Sharon graduated with merit from Katharine Gibbs School – Boston. She has worked as an Executive Assistant and Office Manager in the Seacoast area for 30 years. Sharon lives in Greenland, NH with her husband Jeff and two children, Max and Alicia.

Joshua Bartlett

jbartlett@granitebaywm.com

Joshua and his wife, Bianca, are the founding members of Accolade Financial. Joshua has over ten years of experience in the financial field as a financial advisor and independent insurance broker. He received his degree in behavioral neuroscience from Northeastern University in 2003 and obtained his Certified College Planning Specialist designation in 2014. Joshua now lives with his family in York, ME, the town he grew up in.