Wealth Management

Expert advice and customized solutions for your evolving financial needs.

Advanced Tax Management Strategies

Portfolio rebalancing, Location Investing, and New Hampshire Trusts are just some of the advanced tax management strategies we consider to reduce your tax exposure to help build and protect your wealth.

callout-media

IRS Grants Broad Rollover Relief for Previously Distributed 2020 RMDs

June 23, 2020 - Today the IRS announced its issuance of Notice 2020-51 in news release N-2020-51. In Notice 2020-51, the IRS provides rollover relief for RMDs already received in 2020.​ There is relief for both retirement plans and IRAs.


Read More

Spring Market Perspective

Despite the market rally thus far in April, we are still cautious and not ready to sound the “all clear” in terms of the overall market. David Lynch, Chief Investment Officer, provides our investment team’s 1Q 2020 economic and market review an outlook.

callout-media

Conference Call Recording

Jennifer Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; and David Strachan, Director of Relationship Management, together with our equity, fixed income and economic experts, share their current thinking on COVID-19 impact on the economy and financial markets and more.

callout-media
 


 For over 100 years, families and business owners have trusted us to help build and preserve their wealth for the goals and priorities that matter to them. Our investment and relationship management teams take a holistic approach to each client's financial life, which includes sophisticated and forward-thinking investment expertise. 

- Jennifer A. Pline, CFA, EVP of Wealth Management

 

Wealth Management Team

Our wealth managers develop trusted relationships by gaining a thorough understanding of the important goals and values that matter most to each client.​


Meet the Team

New Hampshire Trust Advantage

New Hampshire offers some of the most favorable and flexible trust laws in the country, and our New Hampshire team can help you benefit.

callout-media

Who do you trust?

No matter where you are in your personal life, your career or even your retirement, you need someone you can trust to give your financial life the attention it deserves.