GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, New Hampshire
5.0
47 Reviews
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...
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Assets Under Mgmt

$252.51M

Investment Professionals

5

Locations

0

% 401K & Individual

33%

% Discretionary

95%
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
Pension consulting services
Educational seminars/workshops
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