767 Islington Street
Unit 1D
Portsmouth, NH 03801
888-610-8881
To combine the strength and heritage of our practice with the insight, concern, and experience of
our associates to give clients objective, individualized advice and service that will help them
achieve their long-term financial goals.
We serve individuals and businesses in all areas of investment planning, including:
- Retirement planning - Help making the most of your employer-sponsored retirement plans and
IRAs. Determining how much you may need to retire comfortably. Helping clients manage their
assets before and during retirement.
- Education funding - Recommending investment and accumulation strategies to help you pay for
your children's education.
- Investments - Determining your asset-allocation needs. Helping you understand your risk
tolerance. Recommending suitable investment vehicles to help you reach your goals.
- Employee and executive benefits - Helping your business attract and retain qualified employees
through benefit packages.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work Experience
Work with the following types of clients
Investment Types
Can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Financial Organization Memberships
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Additional Details on Charges