Granite Bay Wealth Management

Granite Bay Wealth Management is an independent registered investment adviser offering financial planning, investment management, and estate and trust planning. Its team includes CERTIFIED FINANCIAL PLANNER professionals and Certified Portfolio Managers, and the firm works with families and businesses that want one resource for many money questions. Retirement planning and education savings strategies are also part of the work. The firm is now operating under the name Arca.

Clients start with a consultation, and the firm prepares a comprehensive financial plan when it fits their goals. As a fiduciary, the firm is bound to act in each client's best interest and uses the Charles Schwab platform for brokerage and execution. It has offices in Portsmouth, New Hampshire, and San Francisco, California, and complimentary financial planning sessions can be scheduled.