Granite Bay Wealth Management

I've been working with Paul Stanley at Granite Bay Wealth Management and couldn't be more satisfied. Paul is knowledgeable, thorough, and always takes the time to explain things clearly. He truly listens and builds a financial strategy that fits my goals and comfort level. I appreciate his responsiveness and the confidence he's given me in planning for the future. Highly recommend Paul if you're looking for a trusted, professional advisor.

I have always had an excellent experience with Paul Stanley and the team at Granite Bay Wealth Management. From the beginning, Paul has always taken the time to understand my financial goals and provide clear and personalized advice. He is always responsive, patient and willing to explain financial concepts in a way that is easy to understand. I appreciate his attention to detail and the provided strategies that have made a noticeable difference in my finances. Furthermore, when calling the office, Alish

Paul and the team at Granite Bay Wealth Management have been excellent to work with. Paul has been able to ask us the right questions, and then define and clearly explain a strategy to help meet our financial goals. Since becoming a client, we have felt much less stress around managing our investments.

Paul and the team at Granite Bay Wealth Management are the best in the business. Through the regular communications about the market and financial trends and check-ins you always know you are in great hands and in these uncertain times and tumultuous climate it is very comforting to know experts that you trust are looking out for your financial interests. Their responsiveness, advice, and communications are a constant reminder that they are a partner in your financial journey.

Bryan had been great to work with. I've had some ?special? requests and Bryan has been supportive and helpful. I've been satisfied with the performance of my account under Bryan?s management. I would recommend Bryan and the team at Granite Bay Wealth Management.

New client of GBWM in 2025. My experience with this group has been very positive and I feel great confident in their ability to help guide me and my family financially. Big shout out to Bryan Monteverde for his pure professionalism and welcoming demeanor through everything so far!

In a world of financial planners, Paul Stanley and his team at Granite Bay Wealth Management easily stand out. While the thought of numbers, finances, retirement may be intimidating, Paul has a client first approach and is skilled at making these concepts approachable and doable. By establishing this kind of ease, productive conversations about important financially related matters can happen. If you are looking for a true partner as you plan your financial future, you must have a conversation with Paul!

Bryan Monteverde is one of the most honest individuals I have met. His experience and down to earth explanations make working with him easy going. Trust is paramount in asset management. I encourage anyone to get to know Bryan and you will quickly realize why he is a trusted resource.

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.

We have been clients of Granite Bay Wealth Management for over 20 years and we can't say enough about the personal service and constant attention to detail they have shown our family. We are very happy with the results of their management and would highly recommend the Granite Bay team.

I have worked with Bryan Monteverde for years. Whenever we speak I am always left feeling like I have a trusted advisor who is helping drive me towards my goals. Having a partner who puts my interests first is a giant weight off my chest and I am continuously thankful for Bryan and the folks at 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.

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.

Wish we had met Paul years ago to advise us. He has been knowledgeable, informative , pleasant and accessible . Just who we were looking for . I understand why he comes with high recommendations

Trevor was my first choice in San Francisco- Paul and the team are knowledgeable, responsive, and truly make the process feel stress-free. I feel confident that my investments are in good hands.

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

I made the switch to Granite Bay after having my investments with one of the larger asset management companies. Not only do Paul and the team effectively manage my investments, they are effective in helping me stay on track when the market changes. An added benefit - I can stop into their office at any time and talk with a real person. No more calls or meetings with someone I never met to discuss my investments.

I have been a client of Granite Bay for many years and would highly recommend them. They are easy to work with, explain their market strategies well and have consistently shown great returns on investments. They are also proactive about making investment moves when the see changes in market volatility.

Paul, Joe, and the rest of their team are not only extremely knowledgeable, but they are great people and so easy to talk with. Every time I go into the office, I am greeted warmly and made to feel like part of their family. I would highly recommend them to anyone looking to get control over their retirement plans.

Paul Stanley and his team at Granite Bay are excellent to work with. They have taken the stress of managing multiple buckets of money into a balanced portoflio with my financial goals in mind. Paul takes the time to walk you through the process. Very much appreciated.

Very impressed. They provided a comprehensive analysis of our overall investment path which included our rental property income. We liked how they were able to translate all our information into a simplied "score" which loosely equated to the percent likelihood that we will reach our ultimate retirement goals. We appreciate being able to track our progress through seeing and understanding our score, receiving very clear and understandable answers to any questions that we have, and knowing that Alisha and Sh

Paul Stanley and his team have been great. Not only did they help me eliminate ridiculous fees I was paying, they have also greatly increased my confidence in my portfolio. I always send my family and friends to them when the money topic comes up.

Paul and his team are the absolute best in the business! Would recommend Paul and Granite Bay Wealth Management to anyone looking for a wealth manager!

The team at Granite Bay focuses on providing an individual plan for each of their clients needs. Their comprehensive approach has helped ease decision making in regards to future planning. Commincation is always quick and easy!

I've been a client of Granite Bay Wealth Management for several years now, great customer service, returns on my investment have far exceeded my expectations as-well. I would strongly recommend Granite Bay!!

Highly recommend Paul Stanley and the entire Granite Bay Wealth Management Team for your financial planning needs. Their attention to detail and professionalism make them a top notch institution.

I have used Paul and the team for several years now and am so glad that I chose this firm. Exceptional service with top notch industry knowledge is what makes this firm the best fit for my family and I.

Paul, Joe and the team are the best. Always responsive and professional; a real class act! Do yourself a favor and schedule a meeting with them, you will be happy you did.

awesome communication, great process and super happy with my experience! I highly recommend!

Great team at Granite Bay Wealth Management! Thoughtful, disciplined and effective wealth management strategies.

Put your trust in Granite Bay, then get out of the way and let them do their thing, you won't be disappointed.

Paul and his team have helped my family over and over again. We recommend them to anyone.

Very professional and was able to explain things on a level I could understand. Their knowledge of financial markets is amazing.

Paul Stanley is the master of capital gains. Can't say the same about his board game skills.

Great ppl! Impressive involvement in supporting community initiatives which says a lot about this organization's core values.

Paul Stanley was very knowledgeable and a great help.

Paul and Joe are simply the best in the business!!