Wealth Management

Expert advice and customized solutions for your evolving financial needs.

 


 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

Q4 2022 Wealth Management Market Update

Watch the replay of our Q4 2022 Wealth Management Market Update Webinar where Jennifer Pline, CFA, Head of Wealth Management, along with our panel of experts, discuss current market conditions, global equity markets and year-end tax planning strategies.

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Fall 2022 Market Perspectives

As the Fed continues to increase interest rates in an attempt to contain inflation, the markets continue to be dramatic in both directions producing a saw-toothed path. Read our Fall 2022 Market Perspectives and learn how our investment team is navigating these challenges.

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As Seen in InvestmentNews - Has ESG Investing Lost its Halo?

Aimee Forsythe, Senior Vice President and Senior Portfolio Manager, offers perspectives on whether there has been a shift in attitude towards ESG in InvestmentNews' latest edition.

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Who do you trust to help build and protect your wealth?

A truly personal banking relationship and sound financial advice have never been more important.

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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.

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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.