Granite Bay Wealth Management LLC

06/25/2026

General Catalyst led the latest transaction for the startup, which uses AI to automate back-office tasks and now manages $1 billion in client assets.

06/23/2026

Congratulations to all the recent high school grads out there! Parents, it's a big milestone, and a big expense. Hopefully one you've been planning for.

For those with younger kids still at home, graduation season has a way of making the future feel a little closer. One minute you're dropping them off at elementary school, and the next you're wondering how college got onto the horizon so quickly.

The good news is that you don't have to have everything figured out today. But starting to think about it sooner rather than later can make the road ahead feel a lot less overwhelming.

https://loom.ly/C_U9NBE

Learn smart college planning strategies, including 529 plans, tax-efficient savings, and ways to pay for higher education without sacrificing retirement.

06/22/2026

If you're considering working with a wealth advisor, it’s easy to focus on the obvious things first. Experience. Credentials. Investment philosophy.

But there’s another question that’s just as important. Do you trust this person enough to call them when something changes?

A retirement date moves up. A child needs help. A parent’s health changes. A business is sold. Markets get rocky.

The reality is that financial planning is rarely about a single investment decision. It’s about navigating life's transitions and having someone who understands your situation well enough to help you think through them. The technical side matters. But finding someone you trust to be in your corner for the long run matters too.

05/28/2026

A lot of people start out managing their own investments, and for a while, that works just fine.

But there usually comes a point where finances become more complex. More accounts, more decisions, and more at stake. That’s when questions start to shift from “what should I invest in” to “how does everything fit together.”

We put together a blog that walks through a few signs it might be time to bring in a little more structure and support.

You can read it here: https://loom.ly/pdel4Rw

Have you outgrown DIY investing? Discover 4 signs it’s time to hire a wealth manager and how a fiduciary advisor can help optimize taxes, planning, and long-term strategy.

05/21/2026

Paul Stanley recently joined the Schwab Network to share insight following NVIDIA’s latest earnings call and the continued attention around AI and the technology sector.

There’s been a lot of conversation lately around how quickly AI is influencing markets and investor sentiment, and it was great to see Paul contributing perspective to that broader discussion.

Always interesting to hear how major market themes are being viewed through a long term lens.

05/14/2026

Taxes don’t always get as much attention as investments, but they can have just as much impact over time.

It’s not usually about making big changes all at once. More often, it’s the smaller decisions that add up and make things work a little more efficiently along the way.

It might be worth taking a closer look at how everything fits together.

05/11/2026

Retirement can feel like it’s “down the road” until suddenly it’s not.

Those last few years leading up to it tend to bring up a lot of questions. Are things set up the right way? Does everything still align with what you want that next chapter to look like?

It’s usually not about making big, drastic changes. More often, it’s about making sure the pieces are organized, intentional, and working together the way they should.

We put together a simple checklist for the five years leading into retirement that can help bring some clarity to that process.

You can read it here: https://loom.ly/Vsio4Qk