Media + Press Kit
Since 2005, Granite Bay Wealth Management has worked to make complex financial scenarios understandable for our clients. 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.
Granite Bay Wealth Management - In The News
U.S. News & World Report
Will the Presidential Election Impact Your Financial Health?
Forbes
Paul Stanley Selected as One of the Best Advisors in the State of New Hampshire
Yahoo Finance
Yahoo Finance- Paul Stanley’s Journey and His Unique Approach to Wealth Management
ABOUT Granite Bay Wealth Management
Achieving your financial goals requires diligent research, proper asset allocation and the courage to stay on course in tough times. We believe that managing investments and managing investor behavior are equally important. We work closely with you to develop a long-term plan and help you keep focused on it through the years. We pride ourselves on exceptional customer service and are always here for you.
Granite Bay Quick Facts
$400m+
in assets managed
19 States
our clients are from
150 years
of combined experience
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Meet Our Team
PAUL S. STANLEY
123-456-7890
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 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.
JOSEPH R. SKEES
123-456-7890
jskees@granitebaywm.com
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.
TREVOR SIMON
123-456-7890
tstanley@granitebaywm.com
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.
To request an interview or content for a feature article on finance with one of our team members, please contact our media relations liaison:
