VETTED

Joseph Skees

CFP^®, ChFC^®

Tel: 888-610-8881 767 Islington Street Unit 1D Portsmouth, NH 03801

Beyond Investing

About Granite Bay Wealth Management, LLC

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals.

We serve individuals and businesses in all areas of investment planning, including:

- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement.

- Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

- Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals.

- Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

See Disclosures

Education

Academic Background:

BS, Business Management - University of Massachusetts, Dartmouth

General Information

CRD#:

2585891

Firm CRD#:

35747

States Licensed in:

AZ, CA, CT, IA, FL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Previous Work Experience: Financial Advisor with Merrill Lynch and UBS

Work with the following types of clients:

Businesses, Individual Investors

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®, ChFC^®

Securities Licenses:

Series 66, Series 7, Series 24

Insurance and Annuity Licenses:

Variable Life, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care

Financial Organization Memberships:

Financial Planning Association (FPA)

Services

Investment Types:

Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Our Office, Your Home

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$50,000

Additional Details on Charges:

Fee-based accounts are not suitable for all investors.

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1816635/wiseradvisor-granite-bay-wealth-management,-llc-detailed-disclosure.html

18 Years of Experience

CRD# 2585891 Firm CRD# 35747Series 66, 7, 24

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Compliance Disclosures in Last 5 yearsHave a clean record

Criminal Disclosures in Last 5 yearsHave a clean record

Research This Advisor

www.finra.org