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Joseph Skees, CFP®, ChFC®, Managing Partner
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:   Businesses, Individual Investors

Services

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

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.

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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


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
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