Granite Bay Wealth Management, LLC
Granite Bay Wealth Management, LLC is an SEC-registered investment adviser headquartered in Portsmouth, New Hampshire. Founded in 2012, the firm provides comprehensive wealth management and financial planning services tailored to individuals, high net worth individuals, trusts, and ERISA plans. As of March 2024, the firm manages over $444 million in regulatory assets for more than 500 clients with a team of 7–8 employees. Granite Bay specializes in offering full-service investment management, serving primarily clients in New Hampshire and surrounding regions.
Investment Strategy
Granite Bay Wealth Management offers personalized investment management and financial planning services, designing portfolios to align with clients’ financial objectives and risk tolerances. The firm primarily advises individuals, trusts, and retirement plans, employing diversified asset allocation strategies and focusing on long-term, goal-based investment approaches. Their services include both discretionary portfolio management and focused consulting on topics such as retirement planning, estate management, and tax efficiency, with a minimum account size of $250,000 (waivable at their discretion).
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JHMM | JOHN HANCOCK EXCHANGE TRADED | 10.50% | $40.3M | 623,209 | $62.16 | $64.69 | +$32.4M |
J JHCB | JOHN HANCOCK EXCHANGE TRADED | 8.56% | $32.9M | 1,512,592 | $20.90 | $21.72 | +$4.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 8.14% | $31.3M | 164,763 | $175.69 | $189.70 | +$4.5M |
E EEM | ISHARES TR | 5.44% | $20.9M | 391,420 | $42.73 | $53.40 | +$2.7M |
I IJR | ISHARES TR | 4.98% | $19.1M | 161,029 | $113.67 | $118.83 | -$5.5M |