Granite Bay Wealth Management, LLC, headquartered in Portsmouth, NH, is a highly regarded local investment advisory firm with a strong track record. With over 340 individual clients and an impressive $252,514,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management.
Specializing in employer 401Ks and individual investments, Granite Bay Wealth Management possesses extensive expertise in this sector, attracting a diverse range of clients. Their commitment to personalized service and tailored investment strategies has earned them a reputation for delivering exc...
See more
Loading...
Assets Under Mgmt
$252.51M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.