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.

 The Fiduciary Trust Difference

Our Services

We help you simplify your financial life

average annual client retention rate for over a decade

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

Hans Olsen, Suma Nair, Austin Shapard
Investments – Markets

2023 Market Outlook: Goodbye to All That

CIO Hans Olsen discusses how a rising rate environment upended easy money also offers our outlook on inflation, interest rates, and debt and equity markets.
Choosing the Best Charitable Giving Approach

Choosing the Best Charitable Giving Approach

Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving.
NH State House
Trust and Estates

Asset Protection Trust Benefits

New Hampshire has become one of the most progressive states amongst the group to permit the Domestic Asset Protection Trust ("DAPT") and, as a result, an attractive jurisdiction to utilize.

Talk to a Fiduciary Trust Advisor