Granite Bay Wealth Management

"I was first introduced to Nat about 20 years ago when helping to manage my aging parents finances. They had previously started working with Nat as their financial planner. Nat designed an investment and income strategy which served their needs well. Because of this positive experience, my wife and I began using Nat for our own financial planning about 5 years later. Nat is great to work with, he listens to your needs and clearly explains the investment options. We have a lot of trust in Nat and Granite Bay."

"My husband and I began working with Joe long before he joined Granite Bay. Joe has helped us craft an investment strategy that continues to outpace our personal goals. The entire team is responsive and professional, and we have been very pleased with the service we have received over the years."

"My wife and I have been with Granite Bay Wealth Management since 2019. I have to say we could not be happier with our decision to have them manage our portfolio. Their attention to detail and detailed explanations of how are portfolio is effected In today’s market along with the past crazy 2022 always keeps us at a comfort level for our future. It goes beyond saying we highly recommend Granite Bay Wealth Management."

"The folks at Granite Bay Wealth Management are some of the few financial advisors I trust to have my best interests in mind. Paul and his team always make an effort to go out of their way to communicate with clients and help them achieve their goals. You'll wish you'd started with them sooner!"

"Paul has always been reliable and always led us in the right direction so we were able to retire comfortably. He travels around the country to meet in person with each and every one of his clients. His company never fails to acknowledge the birthdays (great fudge) of their clients and has a gathering every summer for all and always is attended by those within driving distance. Yes our names are similar and that's because I am his mother and proud of it. (How many people do you know who would trust their son to invest their money?) So I can also assure you he is also great family man. His partner Joe also measures up to all the same standards. You won't regret doing business with Granite Bay."