certified financial planner portsmouth nh
  • ABOUT
    • OUR TEAM
    • OUR PHILOSOPHY
    • SCHOLARSHIPS
    • APPLY FOR A SCHOLARSHIP
  • SERVICES
    • FINANCIAL PLANNING
    • INVESTMENT MANAGEMENT
    • ESTATE & TRUST PLANNING
    • EDUCATION PLANNING
    • RETIREMENT PLANNING
  • ACCOUNT ACCESS
    • FINANCIAL PLAN (E-MONEY)
    • PERFORMANCE REPORTS & BILLING (BLACK DIAMOND)
    • ACCOUNT ACCESS (CHARLES SCHWAB)
  • RESOURCES
    • MARKET NEWS
    • INVESTOR RESOURCES
  • CONTACT
Menu
  • ABOUT
    • OUR TEAM
    • OUR PHILOSOPHY
    • SCHOLARSHIPS
    • APPLY FOR A SCHOLARSHIP
  • SERVICES
    • FINANCIAL PLANNING
    • INVESTMENT MANAGEMENT
    • ESTATE & TRUST PLANNING
    • EDUCATION PLANNING
    • RETIREMENT PLANNING
  • ACCOUNT ACCESS
    • FINANCIAL PLAN (E-MONEY)
    • PERFORMANCE REPORTS & BILLING (BLACK DIAMOND)
    • ACCOUNT ACCESS (CHARLES SCHWAB)
  • RESOURCES
    • MARKET NEWS
    • INVESTOR RESOURCES
  • CONTACT
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PRIVACY POLICY

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We do not disclose your personal information to any third party for the purpose of allowing that party to market other products to you. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.

Granite Bay Wealth Management, LLC
767 Islington Street, Suite 1-D
Portsmouth, NH 03801

603-610-8881
888-610-8881
Fax: 603-610-8885
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