We are an independent wealth management and comprehensive financial services firm located in Portsmouth, New Hampshire. We have been providing quality advice since 1993.

Our difference is your advantage.


As financial professionals using the holistic wealth management approach, we believe that there is no substitute for feeling confident about one's personal finances. To that end, we work closely with each of our clients to understand the vision they hold for themselves and their families. We then develop a financial strategy anchored in their core values that will guide them toward their vision in the most efficient manner possible.

There is no base of common knowledge about investing today, and with the overabundance of financial information available, it’s natural if you feel overwhelmed, confused, or simply not qualified to take control of your financial future.

But that’s why we’re here. Our professional help:

  • Begins with your specific vision
  • Identifies obstacles in your path toward financial freedom
  • Provides you with a logical investment process
  • Keeps a watchful eye on your finances

You don’t have to face your financial challenges alone. Let us be the first place you call for help.  


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Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 666 New Hampshire wealth managers were considered for the award; 158 (24 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2015, of the 492 considered for the Women’s Choice Award, 87 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.

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This communication strictly intended for individuals residing in the states of FL,MA,ME,NH,NY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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