To combine the strength and heritage of our practice with the insight, concern, and experience of
our associates to give clients objective, individualized advice and service that will help them
achieve their long-term financial goals.
We serve individuals and businesses in all areas of investment planning, including:
- Retirement planning - Help making the most of your employer-sponsored retirement plans and
IRAs. Determining how much you may need to retire comfortably. Helping clients manage their
assets before and during retirement.
- Education funding - Recommending investment and accumulation strategies to help you pay for
your children's education.
- Investments - Determining your asset-allocation needs. Helping you understand your risk
tolerance. Recommending suitable investment vehicles to help you reach your goals.
- Employee and executive benefits - Helping your business attract and retain qualified employees
through benefit packages.
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816635/paladinregistry-Granite-Bay-Wealth-Management,-LLC-detailed-disclosure.html