Wealth is More Than the Accumulation of Assets

It’s about the life you want to live. And the legacy you want to leave.

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

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98 % average annual client retention rate for over a decade

  • Integrity and Permanence

    We are a private firm with a 138-year history of focusing on our clients’ best interests

  • Personal Service

    Our experienced professionals take a proactive approach to meet your needs

  • Disciplined Investing

    Our investment approach is tax aware and customized based on your objectives

  • Expertise

    We provide access to teams of wealth planning, investment, trust, and other experts

Let’s Start Your Success Story

Discover Our Insights

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Making Difficult Decisions in the Later Retirement Stages

By thinking ahead, and agreeing to get input from others in the future, you can make better decisions in the later stages of life.
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Next Gen

Starting a Career

Graduating school and starting a career brings with it some important financial considerations.
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Information Security

Maximizing Email Security

Dependence on technology, exacerbated by COVID-19, has left some Americans vulnerable to various forms of cyberfraud. This article discusses a few easy steps that can help protect your information security.

Talk to a Fiduciary Trust Advisor