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.
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.
Trevor Simon
Financial Advisor
Trevor joined Granite Bay Wealth Management as a Financial Advisor after graduating from the University of San Francisco with a BS in Entrepreneurship and Innovation. Trevor is currently studying through the College for Financial Planning as a Candidate for his CFP® certification. He lives in San Francisco with his Husband, David, and dog ,Wally. In his spare time, Trevor enjoys playing piano, singing, cooking, and traveling.
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 |
Services |
| 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 |
Education |
| Bachelors - Economics & Finance | Bentley University
- Waltham MA 9/1/1992-5/19/1996 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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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
| 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 |
| San Fransisco Metro, Walnut Creek, Seacoast NH | Portsmouth NH, Greater Boston |
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