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Featured Business Financial Advisor in Portsmouth, NH
Portsmouth Financial Advisors
Granite Bay Wealth Management, LLC
767 Islington Street, Unit 1D
Portsmouth, NH 03801
(888) 610-8881
“Beyond Investing”
Advisor Profile
Joseph Skees, CFP, Managing Partner
Name:  Joseph Skees, CFP, Managing Partner
Phone Number:  (888) 610-8881
Website:  Visit Website

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

Gender:    Male
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
States Willing to do Business in:   
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:    Businesses, Individual Investors
 

Education

Academic Background
 
BS, Business Management - University of Massachusetts, Dartmouth
 

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
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC®)
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)
 

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
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
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.
 
 
 
Prepared By: Joseph Skees, CFP, Managing Partner

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