Joseph
Skees
Granite Bay Wealth Management, LLC
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About this Advisor
Joseph Skees is a certified financial planner and chartered financial consultant who works in Portsmouth, New Hampshire with 8 years of relevant experience. Skees currently works for Granite Bay Wealth Management, LLC. Throughout their career, they have worked at Wells Fargo Advisors Financial Network LLC, Purshe Kaplan Sterling Investments and Granite Bay Wealth Management, LLC. Skees maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can work in New Hampshire and Texas. Granite Bay Wealth Management, LLC is a company operating out of Portsmouth, NH. It administers $253 million in assets among its 1,201 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,201 customer accounts, 22% belong to high-net-worth clients who have at least $1 million in assets. Granite Bay Wealth Management, LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. Fee types charged by Granite Bay Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Granite Bay Wealth Management, LLC Brokerage Details
$252,513,654
8
1,201
$210,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Joseph Skees Work History
Joseph has been registered as a financial advisor for 8 years.*
Purshe Kaplan Sterling Investments
Granite Bay Wealth Management, LLC
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Skees to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Granite Bay Wealth Management, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
