Our Vision
At Granite Bay Wealth Management, we believe in empowering individuals to achieve financial clarity and secure their future. We approach wealth management as a collaborative process, working closely with clients to understand their unique aspirations and anxieties. By combining personalized financial planning with investment management expertise, we help our clients navigate the complexities of the financial landscape and pursue their financial goals.
Who We Are
Founded in 2006 by Joseph Skees and Paul Stanley, Granite Bay Wealth Management is an independent registered investment advisor based in Portsmouth, New Hampshire. Our team of experienced financial professionals hold industry certifications and boast over two decades of collective experience in wealth management. We leverage this expertise to deliver customized solutions tailored to each client's needs.
Our Philosophy
We believe in a holistic approach to wealth management, encompassing all aspects of your financial life. Our philosophy is built on:
- Client-Centric Approach: We prioritize understanding your unique goals, values, and concerns.
- Comprehensive Planning: We develop customized financial plans that address your short-term and long-term needs.
- Transparency & Communication: We maintain open communication and provide regular updates on your financial plan.
- Collaboration & Expertise: Our team works alongside trusted partners to provide comprehensive solutions to fit your specific needs.
Our Services
- Financial Planning & Investment Management: We create personalized financial plans and implement tailored investment strategies.
- Estate & Trust Planning: We guide you through estate planning and trust establishment to safeguard your assets.
- Retirement Planning: We assist with maximizing retirement plans and planning for a secure future.
- Investment Management: We manage your investments with a focus on risk management and long-term growth.
- Education Planning: We help you plan and fund your children's education expenses.
Beyond Investment Management
At Granite Bay Wealth Management, we believe wealth management is about more than just investing. We are committed to:
- Providing practical and insightful guidance on financial behavior and decision-making.
- Helping you understand complex financial concepts in clear and concise language.
- Offering ongoing support and encouragement to empower you to take control of your financial future.
Exceptional Service and Personal Attention
Granite Bay Wealth Management team, led by Paul Stanley, Bryan Monteverde, and their colleagues, have received widespread praise for their exceptional service, personalized attention, and expertise in wealth management. Clients have expressed their satisfaction with the team's approachable and down-to-earth explanations of complex financial concepts, making them feel comfortable and confident in their ability to manage their finances.
The team's commitment to client-centric service is evident in their responsiveness, professionalism, and willingness to go above and beyond to ensure their clients' financial goals are met. Many clients have praised the team's ability to establish trust and make them feel like valued partners in their financial planning.
Strengths
Their approachable and client-centric approach to financial planning
Personalized attention and dedication to each client's specific needs
Expertise in wealth management and investment strategies
Excellent communication and explanations of complex financial concepts
Highly responsive and professional team
Weaknesses
None mentioned
