In today's world, investments have become a commodity that can be obtained through any number of resources. We view investments as a tool to help our clients achieve all their hopes and dreams. Our process begins with understanding what's important to the client. We are a resource in every area of our client's financial life.
If it has to do with money, we want the first call to be to us so we can help guide you through an ever expanding, complex world of choices. At Granite Bay Wealth Management, we believe in a client centered approach to asset management. We begin with an in depth consultation and, when appropriate, by preparing a comprehensive financial plan.
If it has to do with money, we want the first call to be to us so we can help guide you through an ever expanding, complex world of choices. At Granite Bay Wealth Management, we believe in a client centered approach to asset management. We begin with an in depth consultation and, when appropriate, by preparing a comprehensive financial plan.
Services
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client's lives, concerns and dreams.
We believe that achieving your financial goals requires diligent research, proper asset allocation and the courage to stay on course in tough times. We work closely with our clients to develop a long term plan and make sure they stay focused on it through the years. We work hard to provide practical real world advice to high net worth families.
Granite Bay Wealth Management, LLC holds an annual Inspirational Essay contest for Marshwood High School seniors pursuing higher education. The winning essay may be published* on Seacoast Online and in local print newspapers. Essays will be judged on creativity and story content. The prize for the winning essay is a one-time $2,500 college scholarship.
As CERTIFIED FINANCIAL PLANNER professionals, we specialize in organizing your finances and projecting the results of your savings so you can feel well prepared for your future. Whether you're in need of Insurance, Investments, Taxation, Estate Planning or Retirement Planning services, we'll help you make the decisions needed to reach your financial goals as efficiently as possible.
Our team delivers full-service wealth management, combining financial planning with investment services designed to meet our clients' objectives. Regardless of your investment goals or interests, our financial experience and skills are used to structure a comprehensive approach to planning, strategizing and measuring results.
Reviews (10)
Karen Craft
Jan 28, 2021
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Eric Capron
Jan 11, 2020
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Brent Mathieson - Detailer Re-VIVE Auto Detailing
Jan 04, 2020
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I made the switch to Granite Bay after having my investments with one of the larger asset management companies. Not only do Paul and the team effectively manage my investments, they are effective in helping me stay on track when the market changes.
An added benefit - I can stop into their office at any time and talk with a real person. No more calls or meetings with someone I never met to discuss my investments.
An added benefit - I can stop into their office at any time and talk with a real person. No more calls or meetings with someone I never met to discuss my investments.
Justin Boynton
Dec 25, 2019
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Paul, Joe, and the rest of their team are not only extremely knowledgeable, but they are great people and so easy to talk with. Every time I go into the office, I am greeted warmly and made to feel like part of their family. I would highly recommend them to anyone looking to get control over their retirement plans.
Bryan Monteverde
Dec 23, 2019
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Tobin Yager
Nov 19, 2019
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Very impressed. They provided a comprehensive analysis of our overall investment path which included our rental property income. We liked how they were able to translate all our information into a simplied "score" which loosely equated to the percent likelihood that we will reach our ultimate retirement goals. We appreciate being able to track our progress through seeing and understanding our score, receiving very clear and understandable answers to any questions that we have, and knowing that Alisha and Sharon in the office will stay on top of us if we were supposed to follow up with anything
Paula Stanley
Sep 03, 2019
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Paul has always been reliable and always led us in the right direction so we were able to retire comfortably. He travels around the country to meet in person with each and every one of his clients. His company never fails to acknowledge the birthdays (great fudge) of their clients and has a gathering every summer for all and always is attended by those within driving distance. Yes our names are similar and that's because I am his mother and proud of it. (How many people do you know who would trust their son to invest their money?)
So I can also assure you he is also great family man. His partner
So I can also assure you he is also great family man. His partner
Matt Quinlan
Sep 01, 2019
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I have been a client of Granite Bay for many years and would highly recommend them. They are easy to work with, explain their market strategies well and have consistently shown great returns on investments. They are also proactive about making investment moves when the see changes in market volatility.
Shannon Foglia
Aug 23, 2019
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Ricky Southers
Jul 15, 2019
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