Wealth Planning

Charting a course to protect, enjoy and transfer your wealth.

To enjoy the financial future you envision, you need a thoughtful plan today that will achieve those goals.


We work closely with you and your other professional advisors to create an integrated plan focused on what's important to you now and in the years to come.

Important financial issues we address together include:

  • Cash flow and budgeting
  • Education and retirement
  • Estate, gift and income taxation
  • Wealth transfer
  • Personal and charitable giving
  • Credit needs and cash management
  • Business owner liquidation
  • Insurance coverage

Diversification strategies for:

  • Low basis securities
  • Real estate, illiquid or concentrated positions

Get in touch

For more information about our Wealth Planning services, call:

844-251-0099 Email Us Find My Wealth Management Office

Saving for College: 529 Plan or Trust?

For many parents (and grandparents), investing for college is one of their highest financial priorities. For millions, a 529 College Savings Plan is the backbone of their savings strategy, offering an attractive tax-free route to accumulate funds needed to help pay for qualified higher education expenses, as well as primary education.


Capital Gains Tax Strategies

If the proposed tax increase on capital gains is enacted, the rate could jump to 39.6% for some individuals. Learn what you can do to protect your assets and stay on track.


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.


It all starts with a conversation

Our team of seasoned wealth management professionals look at your whole financial picture and get to know you and your goals for the wealth you're trying to create, build, and protect.

Meet the Team