Comprehensive Wealth Management Services
We provide comprehensive wealth management services to individuals, families, and institutions across Vermont and New Hampshire. As a fiduciary and employee-owned firm, we offer personalized investment management, trust administration, estate planning, and retirement solutions tailored to your goals. Our experienced team is committed to building long-term relationships, helping you preserve and grow your wealth with care and integrity.
Investment Management Services
Maximize your assets through the use of prudent investment strategies.
Financial & Retirement Planning
Work with us to secure your financial future.
Trust Administration Services
Our skilled trust administrators are devoted to navigating documents, trust accounting, trust tax management, and bill pay.
Estate Planning
We collaborate with you and your attorney to strategize and provide administrative perspective.
IRA & Roth IRA Services
Whether you’re just getting started with an IRA or are ready to withdraw, we’re here to help.
Our Fee
Our fee is fair, competitive, transparent and all-inclusive.
Ready to take the next step with your financial future?
A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors for our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.