Granite Bay Wealth Management, LLC

Joseph Skees is a financial advisor at Granite Bay Wealth Management, LLC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Granite Bay since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments for 10 years. Outside of advising, he is a licensed notary public in New Hampshire. Granite Bay Wealth Management is a team-based registered investment adviser managing approximately $445 million for over 500 clients, including individuals, trusts, corporations, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, and retirement plan consulting, employing a risk-profile-driven investment process that includes mutual funds, ETFs, options strategies, and selective use of margin.

Paul Stanley is a CFP® with 29 years of experience in the financial industry. He has been with Granite Bay Wealth Management, LLC since 2015 and previously worked at Purshe Kaplan Sterling Investments for 10 years. Outside of his advisory role, he serves as a selectman on the Town of Greenland board and is the president of the BNI Seacoast referral group. Granite Bay Wealth Management is a team-based registered investment adviser managing approximately $444.6 million for over 500 clients, including individuals, trusts, corporations, and retirement plan sponsors. The firm offers discretionary asset management and financial planning, employing a client-focused investment process that includes the use of mutual funds, ETFs, options, and other derivatives.

Bryan Monteverde is a financial advisor at Granite Bay Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Divorce Outcomes, LLC and Bank of New York Mellon. Granite Bay Wealth Management is a team-based registered investment adviser managing approximately $444.6 million for around 534 clients, including individuals, trusts, corporations, and retirement plan sponsors. The firm offers discretionary asset management, integrated financial planning, and retirement plan consulting, using a risk-profile-based asset allocation and employing mutual funds, ETFs, options, and other derivatives in client portfolios.

John Slattery is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank NA and Camden National Bank. Outside of his advisory role, he was involved in operating Slattery's Village Trading Post from 2017 to 2020. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Trevor Simon is a financial advisor at Granite Bay Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been with Granite Bay Wealth Management since 2023. Prior to his advisory career, he was a full-time student for 18 years. Granite Bay Wealth Management is a team-based registered investment adviser managing approximately $444.6 million for about 534 clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers discretionary asset management, integrated financial planning, hourly planning, and retirement plan consulting, employing a client-specific approach that incorporates mutual funds, ETFs, and various derivatives strategies.

Joshua Bartlett is a financial advisor at Granite Bay Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and LPL Financial. Bartlett is also the owner of Accolade Financial LLC, where he serves as a Certified College Planning Specialist. Granite Bay Wealth Management is a team-based registered investment adviser managing approximately $444.6 million for over 500 clients, including individuals, trusts, corporations, and retirement plan sponsors. The firm offers discretionary asset management, integrated financial planning, and retirement plan consulting, employing a client-focused investment process that includes various asset allocation strategies and the use of mutual funds, ETFs, options, and derivatives.

Peter Waitkun is a financial advisor at Granite Bay Wealth Management, LLC, holding Series 63, 65, and 66 licenses with four years of industry experience. His prior roles include positions at All Star Charts Research, Congruity/Procurri, John Hancock Funds LLC, and Fidelity Investments. Granite Bay Wealth Management is a team-based registered investment adviser managing approximately $444.6 million for individuals, trusts, corporations, and retirement plan sponsors. The firm offers discretionary asset management, integrated financial planning, and retirement plan consulting, employing a client-focused investment process that incorporates a range of asset allocations and the use of mutual funds, ETFs, options, and derivatives.