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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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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