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VERIFIEDJoseph Skees
Granite Bay Wealth Management, LLC
767 Islington Street
Unit 1D
Portsmouth, NH 03801
888-610-8881
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
General Information
Firm Start Year
1995
No. of Employees
5-9
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
18
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
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
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 & Membership
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)
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.
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1816635/retirementplanning-Granite-Bay-Wealth-Management,-LLC-detailed-disclosure.html