Paul Stanley CFP®, financial advisor and co-founder of Granite Bay Wealth Management, shares what drives him to improve and deliver deeply customized financial strategies to his clients.
PORTSMOUTH, N.H., March 12, 2024 (Globe Newswire) —
Granite Bay Wealth Management
Whether you've built your wealth from scratch or come from a wealthy family, managing your assets in a systematic manner is critical to ensuring a lifetime of stable income, a peaceful retirement, and heir status. There are currently over 116,025 wealth management advisors employed in the United States, and choosing the right person to advise you on your wealth is the only way to success. But with so many options, it can be difficult to make the right decisions and trust those who share your values and goals.
Paul Stanley CFP®, co-founder of Granite Bay Wealth Management LLC (GBWM), has over 28 years of experience in the field and has comprehensive knowledge that extends beyond investment decisions. Alongside his expertise, Paul has an unwavering passion for meeting all of his clients' needs and fostering a rewarding environment for them to succeed.
Paul's journey into finance began at Bentley University, where he graduated with a bachelor's degree in economics and finance. The GBWM co-founder then secured a prestigious internship at a leading Wall Street firm, where his passion for intentional, personal wealth management was born.
“I did a lot of data entry for financial planning and was able to see first-hand how advisors impact people’s lives,” added Paul. “When I started my internship, I didn’t know what career path I wanted to take in life, but seeing clients come into my office and thank their mentors for their financial security inspired me to inspire others. It ignited an inner desire to help.”
Paul spent the first ten years of his career working for large Wall Street firms. Although his experience on Wall Street laid the foundation and gave Paul knowledge and experience, it did not accomplish his personal goals. Paul realized that being independent was the only way to best serve his clients, so in 2006 he co-founded Granite Bay Wealth Management.
Initially, GBWM operated as an independent advisor under the umbrella of a large company using its software and technology. Granite Bay Wealth Management reached a turning point in 2015 when he became an SEC registered investment advisor.
As Paul has found in his 28 years of experience, many advisors are only focused on the present and want instant gratification. That's where his approach differs, offering a more inclusive environment for clients of all sizes of wealth. Additionally, Paul emphasizes the importance of caring not just for today's customers, but also for future generations.
“When I worked on Wall Street, I remember that many firms would reject clients with low assets because they weren't making enough profits at the time, and that just didn't sit well with me. Over the years, I have worked with many clients who started small, but 20 years later, with our help along the way, they are successful in their respective financial journeys. , have become great clients. Being able to be a part of that journey with them, building trust and building a multi-generational relationship that starts with them and ends with guiding their children and grandchildren to Granite Bay. , more satisfying,” Paul said.
Community is an essential part of everyone's life, and Paul's commitment to improving this is evident through his many initiatives. The GBWM founder is currently a selectman in his hometown of Greenland, New Hampshire, a former community where he served on the school board for six years.
During that time, he has been involved in many youth sports including hockey, basketball, baseball, and soccer as a coach and board member. Additionally, he is a member of the local parent association and many other communities.
Paul commented on the importance of community: “I have met many clients through community ventures, and when you work with like-minded friends, you want to pay attention to every detail and make sure you do the best job you can.” . That's my promise to everyone who works with me, regardless of property value, location, or goals. ”
With over 25 years of experience as a financial advisor, Paul Stanley CFP® is a beacon of hope for individuals struggling with wealth management. The world of finance is often cutthroat and competitive, and by prioritizing a personal approach, understanding, and humanity, Granite Bay Wealth Management, LLC provides all clients with a unique approach to developing wealth strategies in an out-of-the-box manner. provides a wealth of opportunities. Effective solutions that are not only business-driven but also human-conscious.
Media contact:
Contact: Paul Stanley
Email: info@granitebaywm.com
