Our Team

Our Team

Independent
All of our recommendations are based solely on our clients' specific needs and circumstances.

Personal
Building long-term relationships is our priority. We work hard to create trusted partnerships with clients to best build, manage, and preserve their wealth.

Passionate
We love what we do and everything we do is designed with our clients' very best interests in mind. We appreciate you choosing us to help you plan and manage your financial future, and we will work hard every day to reaffirm that you made the right choice. 

 

Click on any of the individuals below to read more about a member of our team.

Bob Walczak

Financial Advisor

Bob has been in the financial services industry since 1988 and has seen quite a bit of growth and volatility. Bob’s dream was to advise clients who believed that having a plan, following through with that plan, and staying the course would allow everyone to succeed.

The first part is now a reality, as Bob not only has a list of loyal clients, but they are his friends as well. The second part of his dream is now working with his son, Robert. Since 2009, he has watched his son adopt the same principles while sharing similar results and success. They are very excited to continue on a journey to help as many folks in the future as they have in the past.

Bob currently lives in Londonderry with his wife, Shelly. They love to spend summer weekends boating up at Lake Winnipesaukee. His hobbies include spin class, home improvement, and most of all cooking and grilling up delicious meals. Bob is excited to now be a grandfather and enjoys spending time with the grandkids and Sunday family dinners.

Bob's acquired industry registrations and certifications include:

  • Registered Financial Consultant (RFC®)

  • Certified in Long-Term Care (CLTC)

  • FINRA Series 6, 22, 24, 26, 62, 63, and 65

  • Investment Adviser Representative*

  • Life, Health, and Variable Life Insurance License

*Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Fixed insurance products and services offered by Granite State Wealth Management.

Robert J. Walczak

Financial Advisor

Robert grew up watching his father build this business and was taught to save early and dream big. By 9 years old, he had scraped together enough allowance money and revenue from lemonade stands to buy into his first mutual fund. Like many kids from New England, he had dreams of one day playing quarterback for the Patriots. Unfortunately for Robert, that didn’t quite pan out, but the Patriots seem to have succeeded just fine without him.

Robert began his own career in financial services in 2004 and joined Granite State Wealth Management in 2009. He graduated with honors from the University of New Hampshire with a Bachelor of Science in finance and economics and also completed an Advanced Study in Financial Planning at Merrimack College. Robert is a CERTIFIED FINANCIAL PLANNER™ and is fully licensed to provide his clients with the independent and objective advice they need and deserve.

Robert & his wife Lauren live in Londonderry, NH with their two daughters, Ellie & Sadie and their dog Teddy. The Walczak family enjoys spending time outdoors, traveling, and watching timeless Disney classics where they can sing all the words. In his spare time, Robert enjoys training for various endurance events. He is a proud finisher of the Ironman Triathlon and the Boston Marathon.

Robert feels blessed beyond words to be part of a family business with such a great group of clients. Every day he draws great satisfaction from helping his clients protect what they have worked so hard to achieve.

Robert's acquired industry registrations and certifications include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional

  • Accredited Investment Fiduciary® (AIF®)

  • FINRA Series 6, 7, 63, and 66*

  • Investment Adviser Representative

  • Life, Health, and Variable Life Insurance License

*Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Fixed insurance products and services offered by Granite State Wealth Management.

Lauren Walczak

Director of Client Experience

Just before Lauren and Robert were married, she joined the family business in a marketing and client experience role. Lauren graduated from the University of Rhode Island with a BS in business administration, focusing on supply chain management and logistics. Her primary responsibility is to organize all of our educational seminars and client events, which allows her to do something she enjoys: meeting with and getting to know our client family.

Outside of the office, Lauren is very involved in CrossFit and training for obstacle course races like Spartan and Warrior Dash. She has also participated in the AVON39 Boston, a 39.3-mile walk to raise money and awareness for breast cancer.

Lauren strives to create a relaxed environment so that everyone feels comfortable when they come into our office. She loves that she is able to work with family and feels very blessed to bring Teddy to the office to play with clients. Outside of the office, she is a busy and loving mom to two beautiful little girls Ellie & Sadie.

Lauren feels that every day she gets to work with her family and engage in her hobbies is a gift.

Amanda Doherty

Office Manager

Amanda is extremely excited to be joining the family business. She has watched how dedicated her father, Bob, and brother, Robert, are to this business and their clients and she feels very fortunate to have this opportunity.

In 2010, Amanda graduated from the University of NH with a Master's Degree in Elementary Education. With a background in education, Amanda values the importance of patience, care, trust, and building positive relationships. Amanda is also a licensed realtor within the state of NH. She is an enthusiastic, hardworking agent who takes pride in supporting her client’s every need and strives to meet their complete satisfaction. She is excited to apply her knowledge and background at Granite State Wealth Management.

Amanda resides in Derry, NH with her husband, Kyle and their dog, Lily. They enjoy spending time with family and friends in NH and traveling around the world. They also enjoy snow-shoeing and snowboarding during the winter months and summers spent in the Lakes Region boating, hiking, and mountain biking.

Teddy

Office Dog

Teddy has many roles here at Granite State Wealth Management. Although he does not participate in major financial decisions, he is the official mascot, official greeter, and official office dog. He is 13 pounds of hypoallergenic hair and love. While he has just entered his adult life, he both looks and acts like a puppy.

When you come in to visit us, Teddy will keep you company in the waiting area, and, if you'd like, he can sit on your lap during your appointment to make you feel more at home. He loves peanut butter and squeaky plush toys, as well as long walks to anywhere.