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Paul S. Stanley, CFP®, CPM®

We Go Beyond Investing | Fiduciary Wealth Management

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Granite Bay Wealth Management Paul S. Stanley, CFP®, CPM®
Portsmouth, NH

Serving Clients Nationwide

We Go Beyond Investing | Fiduciary Wealth Management

603-610-8881

Website

Areas of Focus

  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Paul S. Stanley, CFP®, CPM®

Paul Stanley graduated from Bentley College with a Bachelor’s in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management after realizing that independence was the only way to truly offer what was best for his clients.

Paul obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam. He also received his Certified Portfolio Manager (CPM®) designation through the Academy of CPM and New York University’s Stern School of Business in 2022.

Paul currently serves as a Selectman for the Town of Greenland, NH. He has served as an elected member of the MSAD 35 School Board, Chairman of the South Berwick Sewer District, and a board member of Marshwood Youth Baseball. He spends his free time coaching baseball and soccer, cooking, traveling, golfing, running, and playing guitar.

Paul lives in Greenland, NH with his partner Colleen and her daughter Annabelle and has two grown sons: Trevor, who works as a financial advisor for Granite Bay, and Chase, who is attending the University of Tennessee in Knoxville.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Certified Portfolio Manager (CPM)

Primary Location

22 Deer St. Suite 200, Portsmouth, NH 03801

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule a complimentary introductory meeting. We'll listen to your needs, ask questions, provide some initial analysis and see if it’s a good fit. We will review your planning needs and current investment portfolio. I look forward to speaking with you.

Offers Investment Management

Yes

About Granite Bay Wealth Management

Granite Bay Wealth Management was founded in 2006 by Joseph Skees and Paul Stanley. After more than ten years working at three major Wall Street firms, Joe and Paul realized that to truly focus on the best interest of their clients, they needed to start an independent firm.

Our Philosophy

We believe that achieving your financial goals requires diligent research, proper asset allocation and the courage to stay on course in tough times. Perhaps just as important as managing investments is managing investor behavior.

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. We strive to provide exceptional customer service and to always be available.

How We Go Beyond Investing

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.

Getting Started

When you're ready to get started, we begin with an in depth consultation and, when appropriate, by preparing a comprehensive financial plan. Our goal is to ensure that every client has a similar level of exceptional service with a plan that is uniquely theirs.

Education

Bentley University, B.S., Economics & Finance

Hobbies and Interests

  • Cooking
  • Family
  • Golf
  • Music
  • Running
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get answers to frequently asked questions regarding the services offered by Paul S. Stanley, CFP®, CPM® View Disclosures

FAQs

Does Granite Bay Wealth Management work with clients both locally and nationwide?
Yes. Granite Bay Wealth Management’s offices are located in downtown Portsmouth, NH. Our primary service area includes the Seacoast of New Hampshire, York County in Maine, and North Shore of Boston and Massachusetts, and the Greater San Francisco area. However, we have clients in several states across the country and we will work with anyone who is a good fit for our firm, regardless of location. Granite Bay Wealth Management on Google Maps
How is Granite Bay Wealth Management compensated?
Our main source of compensation is in the form of an asset-based advisory fee. We believe that the advisory relationship works better if our compensation is asset-based instead of commission-based. This approach helps reduce conflicts of interest and more closely aligns client and advisor goals. If our clients’ assets grow, our income grows; the reverse also holds true. We have an incentive to treat the assets as if they were our own.
How do I know my money is safe?/ Who holds your clients’ assets?
One of the most important considerations when choosing to work with a wealth manager is where they “custody” assets. A custodian is who holds your investments. When you work with our firm, your assets are held at Charles Schwab- the largest RIA custodian in the U.S. with 7.5 trillion under management. We never have access to your funds other than making the investment changes and acting with your written permission.
Can you help me plan for retirement?
Yes, we can help you plan for retirement. Your retirement plan deserves thought and care, and our team will help you identify your target retirement age and future cash flow needs so you can be financially independent and live comfortably. Retirement is not a static finish line to a plan. We like to help clients plan for the ability to retire, so that they can get to the point where they work each day because they want to not because they have to. Learn more about our retirement planning services.
Do you help with estate planning and creating trusts?
Yes, while we are not attorneys and don’t draft the documents, Granite Bay Wealth Management offers Estate and Trust Planning Services. We can help you craft a financial strategy to make sure your assets are protected and passed onto you heirs in the way you desire. We will work with your attorneys to properly title accounts and give you the piece of mind of knowing your affairs are in order. We believe that creating a lasting legacy should be a hassle-free process for you and your beneficiary. Learn more about our estate and trust planning services.

FAQ Disclosures

↗️ Click here to view more FAQs on our website.

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