Financial Management Consulting
A registered investment advisor firm offering wealth management and financial planning services to individuals, businesses, foundations, and non-profits. Specializing in 401Ks, women investors and environmentally and socially responsible investments.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Altus Investment Group and LPL Financial are not affiliated.
A wealth management firm headquartered in Concord, NH.Charter Trust is the largest locally owned investment management firm in northern New England. 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.
Nathan Wechsler & Company, PA, located in Concord and Lebanon, New Hampshire, is a full service accounting and tax firm. They also specialize in the following industries: nonprofit, construction, manufacturing/distribution, small/family-owned businesses, real estate, hospitality, independent school, and medical practice firms.