Whole Wealth Management walks the talk! We are committed to investing in community through volunteering and sponsoring non-profit organizations and events that align with our vision of people helping people and the desire to create a vibrant community.
2018 Portsmouth Athenaeum Treasurer
In January of 2018, Jeff was elected Treasurer of the Portsmouth Athenaeum. Jeff is responsible for the oversight of all financial aspects of the institution. His tasks include creating an annual budget for the organization, monitoring income and expenses, check signing and overseeing the management of the endowment fund. As Treasurer, Jeff also chairs the Investment Committee.
2016 Strawbery Banke Volunteer of the Year
In 2016, Jeff was presented with the Strawbery Banke Museum Volunteer of the Year Award for his vision, tenacious leadership and enthusiastic contribution to the development of the outdoor seasonal ice skating rink known as Puddle Dock Pond.
2015 National Volunteer of the Year Award
In 2015, Jeff had the good fortune to be recognized nationally with the Invest in Others 2015 Volunteer of the Year Award in New York City. This prestigious award is presented to a financial advisor who has made a significant impact on a non-profit as a volunteer for at least 3 years by creating, implementing or managing a project or program that has moved the organization forward and has made a lasting impact on his or her community. Jeff was awarded this honor for his leadership and dedication in bringing an outdoor ice skating venue to Strawbery Banke Museum in Portsmouth, NH.
2014 Citizen of the Year
In 2014, Jeff was honored with the Citizen of the Year award by the Greater Portsmouth Chamber of Commerce for his vision and tireless dedication to bringing a community skating rink to Strawbery Banke Museum.
Jeff was included in a New Hampshire Chronicle story that featured the skating pond. Click the button below to watch the video.
Organizations We Support
Strawbery Banke Museum
Strawbery Banke is a unique outdoor living history museum — tracing 375 years of history in one of America's oldest continuously occupied neighborhoods. The ten-acre site, with its authentically restored houses and shops, period gardens, and costumed role players, presents daily lives of ordinary people who lived here. Strawbery Banke tells the stories of the many generations who settled in this Portsmouth, New Hampshire, community from the late 17th to the mid-20th century.
End 68 Hours of Hunger
End 68 Hours of Hunger is non-profit organization with the mission to confront the 68 hours of hunger that some school children experience between school lunch on Friday and school breakfast on Monday morning. In order to combat those hours of hunger, the Portsmouth program provides a bag of nutritious, non-perishable food to feed children who have been identified as being “in-need” by the school nurses. Bags are filled by volunteers on Thursday evening and delivered to schools on Friday morning for distribution. The Portsmouth program, which was started as a pilot program during the 2009-2010 school year, has grown from providing 10 bags per week to 110 bags per week. Food is now provided at all 3 elementary schools, the middle school, the high school and The Bob Lister Academy.
Society for the Protection of New Hampshire Forests
Founded by a handful of concerned citizens in 1901, the Society for the Protection of New Hampshire Forests is now one of the country's most effective statewide land conservation organizations. As a non-profit membership organization, the Forest Society is dedicated to protecting the state's most important landscapes while promoting the wise use of its renewable natural resources.
Commonwealth Cares is a 501(c)(3) charity created to maximize the impact of our many and varied efforts to give back to the communities we work in, live in, and visit. For more than three decades, they have lived the firm's cultural values through their commitment to a diverse range of causes and organizations.
Portsmouth Athenaeum is a non-profit membership library and museum, incorporated in 1817 and located in the heart of historic Portsmouth, New Hampshire. Its mission is to promote learning and advance useful knowledge among our constituents and the wider community by facilitating convivial interchange and intellectual discourse; maintaining our historic buildings and library; and collecting and preserving materials relevant to the history and culture of Portsmouth and the Piscataqua region.
Gather (Formerly Seacoast Food Pantry)
For 200 years, Gather has been serving Seacoast residents facing hunger. The agency was founded in 1816 by a small group of women committed to feeding the families of fishermen. Today, Gather is committed to ending local hunger through collaboration and leadership. Gather serves those in our community experiencing hunger by providing nutritious food through innovative distribution programs and our Pantry Market. We offer nutrition education and recipes for healthy living. We collaborate with community partners to address the root causes of hunger throughout the Seacoast including: Greenland, Hampton, Hampton Falls, Kittery, ME, New Castle, Newington, North Hampton, Portsmouth, Rye, Seabrook and Stratham.