Charter Trust Company

Charter Trust Company

Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord, NH. Chartered by the State of NH Banking Department, Charter Trust is the largest locally owned investment management firm in northern New England. Working confidentially with individuals, families and institutions to create, manage and preserve wealth, the firm manages over $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 10 countries. They work with their clients on a wide variety of matters including investment management, trust services, estate planning, charitable planning, financial planning, retirement planning, tax planning and family office services.

90 North Main Street
Concord, NH 03301

Fax: 866-351-8163

  • Financial Management Consulting
  • Financial & Investment Planning
  • Investment Advisory Services
  • Investment Services/Management
  • Tax Services

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