Granite Bay Wealth Management Announces New Team Member

Portsmouth, NH (February 2024) — Granite Bay Wealth Management is thrilled to announce the newest addition to its team, Peter Waitkun. With a wealth of experience and a proven track record in the financial markets, Waitkun joins the firm as a key asset to further strengthen their commitment to delivering exceptional results for our clients.

 

Waitkun brings years of expertise in trading and investment management. His proficiency in analyzing market trends, implementing strategic trades, and managing risk aligns seamlessly with Granite Bay’s mission to provide personalized, results-driven financial planning and wealth management services.

 

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.

    

“We are excited to welcome Peter Waitkun to our team. His extensive trading experience and expertise in technical analysis will undoubtedly enhance our firm’s capabilities, streamline our portfolio management and contribute to the overall success of our clients,” Said Paul Stanley, CFP™, CPM®, Managing Partner, at Granite Bay Wealth Management. 

 

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.

 

 

Granite Bay Wealth Management is committed to making complex financial scenarios understandable. They believe that the greater understanding the client has of what they are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of people’s lives, concerns and dreams. They collaborate with clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. Granite Bay Wealth Management serves individuals and businesses in all areas of investment planning, including wealth management, estate and trust planning, education planning and retirement planning. Their offices are located at 22 Deer Street in Downtown, Portsmouth. More information is available at www.granitebaywm.com.