Granite Bay Wealth Management, LLC

Granite Bay Wealth Management, LLC (CRD# 174765) is a financial advisory firm headquartered in Portsmouth, NH. They manage $145,207,689 in 876 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $165,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, TX

Financial Advisors at Granite Bay Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joseph R. Skees
CRD#: 2585891
500 Market Street, Unit 1b, Portsmouth, NH 03801
96
Wealthminder
score

Joseph Skees (CRD# 2585891) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 21 years of experience in the finance industry. Joseph Skees has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul S. Stanley
CRD#: 2753911
500 Market Street, Unit 1b, Portsmouth, NH 03801
96
Wealthminder
score

Paul Stanley (CRD# 2753911) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 20 years of experience in the finance industry. Paul Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nathaniel B. Cary
CRD#: 2733596
500 Market Street, Unit 1b, Portsmouth, NH 03801
93
Wealthminder
score

Nathaniel Cary (CRD# 2733596) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 20 years of experience in the finance industry.

4
Diane A. Dubois
CRD#: 1565517
500 Market Street, Unit 1b, Portsmouth, NH 03801
93
Wealthminder
score

Diane Dubois (CRD# 1565517) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

5
Ronald P. Martel
CRD#: 2684192
500 Market Street, Unit 1b, Portsmouth, NH 03801
93
Wealthminder
score

Ronald Martel (CRD# 2684192) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 21 years of experience in the finance industry.

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