Pursue Your Goals
A Personalized Approach to Meet Your Needs
Whether you're looking to manage a retirement plan for your employees, you need retirement income and personal financial planning, or you would like help managing your assets, we can help. We're committed to giving you personalized attention to help achieve your retirement planning and wealth management goals.
Experienced Professionals by Your Side
We’re an independent financial services firm and a dedicated partner with extensive knowledge of retirement plans and retirement income planning. Our team has decades of combined experience helping clients navigate the ever-changing financial world.
Guiding You on Your Journey
We are committed to financial education and staying updated on best practices, changing regulations, and the growing complexity of the financial industry. We have the knowledge to help you transition through life’s stages.
Helping you with customized business succession, retirement planning, cash management, and other strategies.
Wealth Management Investors
Supporting you with retirement income evaluations, wealth protection, tax planning strategies, and more.
Helping you manage your retirement plan, address fiduciary responsibilities, and attract talent.
Offering you online access to your retirement plan account, an education library, retirement savings calculators, and other helpful resources.
Our team includes advisors who have consistently earned the Five Star Wealth Manager award, based on criteria that are associated with wealth managers who provide quality services to their clients.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 943 New Hampshire-area wealth managers were considered for the award; 96 (10% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Let's Start the
Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.