Wealth is More Than the Accumulation of Assets™
It’s about the life you want to live. And the legacy you want to leave.
Wealth Planning
Key Year-End Planning Considerations
Investments – Markets
2023 Q4 Market Outlook: The Pause that Refreshes?
Investments – Markets
The 2024 Election Is Near: What This Means for Investors
The Fiduciary Trust Difference
Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to New Hampshire’s trust advantages. And the need for a nimble, fiduciary partner for life.
Our Services
We help you simplify your financial life
98 % average annual client retention rate for over a decade
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Integrity and Permanence
We are a private firm with a 138-year history of focusing on our clients’ best interests
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Personal Service
Our experienced professionals take a proactive approach to meet your needs
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Disciplined Investing
Our investment approach is tax aware and customized based on your objectives
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Expertise
We provide access to teams of wealth planning, investment, trust, and other experts
Committed to Excellence
Everything we are, we became by not just meeting but exceeding the needs of our clients.
Learn more about our offerings by client type:
Let’s Start Your Success Story
- One-on-one relationship with an experienced advisor
- Wealth planning that integrates financial and estate planning
- Customized, tax-aware investment approach
- Access to the advantageous New Hampshire trust jurisdiction
Discover Our Insights
2023 Q4 Market Outlook: The Pause that Refreshes?
MA Governor Healey Signs $1B Tax Reform Package Impacting Estate Taxes
