ABOUT
How We're Different
Welcome to Our Firm
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. To learn more about the high standard of loyalty, honesty and trust we hold ourselves to as a fiduciary, send us a message here, we’d love to talk to you.
Meet Our Team
Joseph R. Skees, CFP®, CLU®, ChFC®, CEBS®, CPM®
Joe graduated from the University of Massachusetts Dartmouth with a Bachelor’s in Business Management.
Joe obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He also earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations through the American College of Financial Services.
Joe received his Certified Portfolio Manager (CPM®) designation through the Academy of CPM and New York University’s Stern School of Business. He also earned his CEBS® and RPA® designations from the Wharton School of the University of Pennsylvania and International Foundation for Employee Benefit Plans.
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, paddle boarding and travel. He currently lives in Portsmouth, NH with his wife and two children.
Paul S. Stanley, CFP®, CPM®
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 obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam. He also received his Certified Portfolio Manager (CPM®) designation through the Academy of CPM and New York University’s Stern School of Business in 2022.
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 Greenland, NH 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
Bryan Monteverde
Bryan graduated from the University of Pittsburgh at Johnstown with a Bachelor’s in Finance and a minor in Economics. He has over 15 years of experience in the financial service industry.
Before joining Granite Bay Wealth Management Bryan spent 10 (+) years working with the Bank of New York Mellon Wealth Management helping design, implement and administer estate and investment strategies for high-net-worth families in various capacities. First, as a Privately Held Business Advisor working with relationships owning privately held family businesses. After completing a comprehensive credit training program, he worked as a Senior Private Banker and advised his clients on credit, cash management and interest rate hedging strategies.
After over a decade working in wealth management, Bryan joined Divorce Outcomes as a Financial Consultant where he was guiding families and business owners through the financial complexities of divorce.
Bryan’s previous affiliations include, the National Association of Certified Valuators and Analysts (NACVA), CFA Society of Boston, and the Exit Planning Institute (EPI). He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam.
Bryan lives in Portsmouth, NH and enjoys spending his free time skiing, fishing, biking, and kayaking around the local coastline.
Joshua Bartlett
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.
Alisha Roberts
Sharon L. Brown
Sharon graduated with merit from Katharine Gibbs School, Boston. She has worked as an Executive Assistant and Office Manager in the Seacoast area for over 30 years. Sharon lives in Greenland, NH with her husband Jeff.
Trevor Stanley
Trevor is a Summer intern for Granite Bay Wealth Management. He will be graduating in December from the University of San Francisco with a BS in Entrepreneurship and Innovation. Trevor is currently studying through the College for Financial Planning as a Candidate for his CFP® certification.
