Vetted Advisor's Table

Joseph Skees, CFP®, ChFC®
Granite Bay Wealth Management, LLC

Tel: 888-610-8881
767 Islington Street
Unit 1D
Portsmouth, NH 03801
Granite Bay Wealth Management, LLC | Financial Advisor in Portsmouth ,NH

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.

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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
Work with the following types of clients:   Individual Investors, Businesses


Investment Types:   Mutual Funds, Options & Futures, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Alternative Investments, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office

Qualifications & Memberships

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

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.


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



Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM