Services for Individuals and Families
Wealth is more than the accumulation of assets. It’s about the life you want to live. And the legacy you want to leave.
Integrity & Permanence
We’re focused on what’s best for you. We’re privately-owned and proudly independent, with a nearly 140-history of integrity, financial stability, and an unwavering commitment to the fiduciary standard.
Personal Service
You’ll have a single point of contact with an experienced, senior professional who is supported by a firm that is right-sized and nimble, with $30 billion in assets under supervision. Our 98% average annual client retention rate for more than a decade attests to our client commitment.
Disciplined Investing
Our proven techniques and focus on strong risk-adjusted returns are tailored to fit your needs, with tax, estate, and cash needs considered throughout the investment process.
Expertise
Wealth planning, investment, trust, estate and tax specialists—as well as access to New Hampshire’s advantageous trust laws—bring a breadth and depth to help you realize your goals.