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Joseph Skees, CFP®, Managing Partner

Granite Bay Wealth Management, LLC

767 Islington Street
Unit 1D

Portsmouth, NH 03801
(888) 6108881

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.

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

I work with the following types of clients

Individual Investors, Businesses

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®)

Securities Licenses

Series 7, Series 24, Series 66

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 (Fee and Commissions)

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.