A complete list of active advisors currently associated with Granite Bay Wealth Management, LLC

Warmer can help you find a great advisor at Granite Bay Wealth Management, LLC or one who fits your needs even better.

Granite Bay Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plan sponsors, advising both non‑high‑net‑worth and high‑net‑worth clients. The firm provides integrated asset management, financial planning, retirement plan consulting, and access to annuity platforms (including legacy variable annuities held at Mutual Group), managing roughly $588 million in client assets. The firm follows a client‑centered process that begins with a risk‑profile questionnaire and produces tailored asset allocations described as Conservative, Moderate, Strategic Growth, and Aggressive, with ongoing reviews and integration of financial planning into portfolio management. While GBWM generally recommends mutual funds and ETFs, it also implements options strategies and—per its brochure—uses derivatives and borrowing in separately managed accounts, including temporary use of margin to secure option transactions, and applies technical analysis and equal‑weighting in its Strategic Growth approach. Distinctive features noted in the brochure include the firm’s use of endorsements in advertising and delivery of educational seminars or workshops, as well as solicitation arrangements with third‑party referral services. The firm also discloses that some professionals are licensed insurance agents who may sell commissionable insurance and annuity products through Mutual Group (a potential conflict of interest), and that the firm is owned by Solara Technologies, Inc.

To learn more about the advisors currently working at Granite Bay Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.