Joseph Skees, CFP, Managing Partner
Granite Bay Wealth Management, LLC

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

Beyond Investing

Granite Bay Wealth Management, LLC | Financial Advisor in Portsmouth ,NH

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.


General Information

Firm Start Year:   1995
No.of Employees:   5-9
States Licensed in:   AZ, CA, CT, IA, FL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA
Number of Years with Current Firm:   6
Work Experience:   Previous Work Experience: Financial Advisor with Merrill Lynch and UBS
I work with the following types of clients:   Businesses , Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Options & Futures , Stocks , Mutual Funds , Insurance , Annuities , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Accident , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets
Additional Details on Charges:   Fee-based accounts are not suitable for all investors.


Joseph Skees, CFP, Managing Partner

Joseph Skees, CFP, Managing Partner

CLU, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM