Granite Bay Wealth Management is an independent financial firm located in downtown Portsmouth, NH. Founded in 2006 by Joseph Skees and Paul Stanley, the firm is dedicated to providing exceptional customer service and practical advice to high net worth families. They believe in a client-centered approach to asset management, offering comprehensive financial planning and investment management services to help clients achieve their financial goals. With a team of CERTIFIED FINANCIAL PLANNER professionals and Certified Portfolio Managers, Granite Bay Wealth Management is committed to staying ahead of market changes and guiding clients through the complex world of financial choices.
Located just an hour north of Boston and an hour south of Portland, Granite Bay Wealth Management serves as a Charles Schwab independent advisor for the Seacoast NH area and beyond. Their philosophy emphasizes diligent research, proper asset allocation, and managing investor behavior to ensure clients stay focused on their long-term financial plans. With a focus on estate and trust planning, retirement planning, education planning, and investment management, Granite Bay Wealth Management is a trusted resource for individuals seeking comprehensive financial guidance.
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