Considering an Advisor Change?

How to Choose a Financial Advisor

Choosing the right financial advisor for the next phase of your life is a key decision. To help you make the best decision, we’ve created a guide with key questions to consider when evaluating your current advisor or a potential new one.

Services for Individuals & Families

Solutions for what matters to you

We offer access to what you need when you need it, from wealth planning, investment management, trustee and estate services to tax and custody services, as well as donor-advised fund and lending programs.

Personalized, comprehensive planning designed to reflect your goals and circumstances and to evolve over your lifetime.

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A disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet your needs. We also consider environmental, social, and governance (ESG) factors in our investment decisions and offer a variety of proactive sustainable investing options.

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Trustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team. Estate settlement from experts who understand you and your family.

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We provide access to the tax, asset protection and other benefits of New Hampshire’s trust laws to clients nationwide and abroad, through Fiduciary Trust of New England.

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High-touch client service combined with expertise handling special assets and trust accounting.

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Trust, individual, and other tax return preparation integrated with other services from Fiduciary.

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Personal service and our unique features make us the innovative partner to help you maximize the impact of giving.

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