Vetted Advisor's Table

Paul Stanley, CFP®, CPM
Granite Bay Wealth Management LLC

Tel: 415-598-0876
22 Deer Street, Suite 200 Portsmouth, NH 03801
Serving San Francisco Bay Area
Walnut Creek, CA 94596
Granite Bay Wealth Management  LLC | Financial Advisor in Walnut Creek ,CA

Beyond Investing

About Paul Stanley

For 27 years Paul has served clients across the country providing personalized investment management and financial planning services. He has a degree in Economics and Finance from Bentley University. Paul is a CERTIFIED FINANCIAL PLANNER (CFP) and Certified Portfolio Manager (CPM). He prides himself on putting clients needs first and a focus on helping make complicated strategies understandable.

About Granite Bay Wealth Management LLC

In today's world, investments have become a commodity that can be obtained through any number of resources. We view investments as a tool to help our clients achieve all their hopes and dreams. Our process begins with understanding what's important to the client. We are a resource in every area of our client's financial life. If it has to do with money, we want the first call to be to us so we can help guide you through an ever expanding, complex world of choices.

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General Information

Firm Start Year:   2006
No. of Employees:   5-9
States Licensed in:   ME,NH,MA,CT,NY,TX,CA,FL,SC
Number of Years with Current Firm:   18
Work Experience:   18 Years as the founder and Managing Partner of Granite Bay Wealth Management LLC. Prior to that Paul was a Financial Advisor with both UBS and Merrill Lynch
Work with the following types of clients:   Individual Investors, Businesses


Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Email, Your Office, Phone, Our Offices, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health, Accident

Firm Information

Advisor's Number of Clients:   475
Advisor's Number of Managed Clients:   375
Advisor's Number of Planning Clients:   325
Assets Managed by Advisor:   $325,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly, Based on Assets, Flat Fee
Fee % Based on Assets:   0.50-1.50%
Hourly Rate:   $250
Minimum Fee Charged for Managed Accounts:   $1500
Minimum Fee Charged for Hourly Planning Accounts:   $1500

Board Positions

Organization :   South Berwick Sewer District, South Berwick ME
Position :   Chairman
Duration :   1/1/2010-1/1/2016
Organization :   MSAD 35 School Baord, South Berwick ME
Position :   Director
Duration :   11/1/2014-11/1/2020
Organization :   Town of Greenland NH, Greenland,NH
Position :   Selectman
Duration :   03/01/2023-Present


Bachelors  - Economics & Finance   Bentley University  - Waltham MA


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Additional Detailed Disclosures



Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served

San Fransisco Metro, Walnut Creek, Seacoast NH Portsmouth NH, Greater Boston