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®, CPM®, CEBS®, CFOA®
Joe graduated from the University of Massachusetts Dartmouth with a Bachelor’s in Business Management.
Joe obtained his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board 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 earned his CEBS® and RPA® designations from the Wharton School of the University of Pennsylvania and International Foundation for Employee Benefit Plans. Joe completed the Certified Futures and Options Analyst (CFOA®) certification through the International Council for Derivative Trading.
Joe previously worked as a financial advisor for Merrill Lynch and UBS. He also served in the Massachusetts Army National Guard, HHC 182nd Mechanized Infantry from 1991-1999. 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 currently serves as a Selectman for the Town of Greenland, NH. He 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 and soccer, cooking, traveling, golfing, running, and playing guitar. Paul lives in Greenland, NH with his partner Colleen and her daughter Annabelle and has two grown sons: Trevor, who works as a financial advisor for Granite Bay, and Chase, who is attending the University of Tennessee in Knoxville.
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.
Trevor Simon
Trevor joined Granite Bay Wealth Management as a Financial Advisor after graduating 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. He lives in San Francisco with his Husband, David, and dog ,Wally. In his spare time, Trevor enjoys playing piano, singing, cooking, and traveling.
Alisha Roberts
Peter Waitkun, CMT®
Peter graduated cum laude from the University of New Hampshire in 2005 with a Bachelor’s in Business Administration and Finance. He obtained his Chartered Market Technician (CMT®) designation through the CMT Association in January of 2024. The Chartered Market Technician® credential is the preeminent, global designation for practitioners of technical analysis.
Prior to working with Granite Bay, Peter worked as a Financial Advisor at Ameriprise and then in various roles at Prime Buchholz & Associates and John Hancock Investments. Most recently, he was a Director of Investor Success with All Star Charts, an award-winning Technical Analysis Research Firm.
Originally from North Conway, Peter now resides on the Seacoast of New Hampshire with his wife Brie, daughter Lyla and their Australian Shepherd, Doug. He enjoys spending time with his family and friends, hitting the beach in the summer, chasing waves in the fall and the air above 4 thousand feet in the White Mountains year-round.
Lori Dawson
With a background in hospitality and office management, Lori brings a wealth of experience and a passion for service to our team. Based in Rochester, NH, she enjoys sharing adventures with her daughter and their energetic poodle. An outdoor enthusiast, Lori loves to hike and ski, embracing the beauty of nature in every season. Her commitment to creating a welcoming environment is reflected in every aspect of our business, ensuring that every client feels valued and appreciated
Mookie Stanley
Certified Granite Bay Wealth Management greeter.
