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
About
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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.
Our Philosophy
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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.
Scholarships
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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.
Financial Planning
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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.
Investment Management
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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.
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