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Goal Oriented Individuals

Client Centered

We provide wealth services for goal-oriented individuals in the Upper Valley and across the United States. The value of assets held by our clients range from less than $100,000 to more than $15 million. These individuals require a comprehensive plan to not only plan for their future but understand planning for the present is just as important. Our services range from such immediate needs as business planning and investments, to long-term education, insurance, retirement and legacy planning needs.

Because working together is a partnership for life, we know it’s important to be selective in who we bring on as clients. Just as you do your due diligence to vet multiple financial advisors, we choose what clients we work well with. We have over three decades of experience in the financial services industry and know what sets our most valuable clients apart.