Invested in More Than Portfolios
Whole Wealth Management walks the talk. Our community involvement in Portsmouth, NH includes volunteering, sponsorship, and hands-on leadership. We give back because we believe in people helping people. Together, we can build a stronger, more vibrant Seacoast community.
Community Involvements
2024: Portsmouth Athenaeum President
In January 2024, the Portsmouth Athenaeum elected Jeff as its President. He chairs the Board of Directors and also leads the organization’s strategic direction. That role includes oversight of the executive director, strategic planning, and policy.
2018 – 2023: Portsmouth Athenaeum Treasurer
In January 2018, the Portsmouth Athenaeum elected Jeff as its Treasurer. In that role, he oversaw all of the institution’s finances. Specifically, he built the annual budget, monitored income and expenses, signed checks, and managed the endowment fund. As Treasurer, he also chaired the Investment Committee.
2016: Strawbery Banke Volunteer of the Year
In 2016, Strawbery Banke Museum presented Jeff with its Volunteer of the Year Award. In particular, the museum honored his vision, leadership, and enthusiastic work developing Puddle Dock Pond. The pond serves as the museum’s outdoor seasonal ice-skating rink.
2015: National Volunteer of the Year Award
In 2015, Jeff received national recognition with the Invest in Others Volunteer of the Year Award in New York City. Specifically, the award honors a financial advisor who has made a significant, lasting impact on a nonprofit. Furthermore, that impact must come through at least three years of hands-on volunteer leadership. Jeff earned the honor because he brought Puddle Dock Pond to Strawbery Banke Museum in Portsmouth.
2014: Citizen of the Year
In 2014, the Greater Portsmouth Chamber of Commerce named Jeff its Citizen of the Year. The Chamber honored his vision and tireless dedication in bringing a community skating rink to Strawbery Banke Museum. In addition, a New Hampshire Chronicle story featured his work on the project.
Organizations We Support
Strawbery Banke Museum
Strawbery Banke is a ten-acre outdoor living history museum in Portsmouth. It traces 375 years of history in one of America’s oldest continuously occupied neighborhoods. Restored houses, period gardens, and costumed interpreters bring that history to life. Together, they tell the stories of generations who called this neighborhood home. Those stories span the late 17th century through the mid-20th century.
End 68 Hours of Hunger
End 68 Hours of Hunger confronts a gap in nutrition that some school children face. Specifically, the gap falls between Friday’s school lunch and Monday’s school breakfast. The Portsmouth program provides bags of nutritious, non-perishable food to children in need. School nurses identify the children, and volunteers fill the bags each Thursday evening. Then the bags go out to schools Friday morning. The program began as a pilot serving 10 bags a week during the 2009–2010 school year. Since then, it has grown to roughly 110 bags a week. Today, it reaches all three elementary schools, the middle school, the high school, and The Bob Lister Academy.
Society for the Protection of New Hampshire Forests
A small group of concerned citizens founded the Forest Society in 1901. Today, it is one of the country’s most effective statewide land conservation organizations. As a membership-based nonprofit, it protects New Hampshire’s most important landscapes. It also promotes the wise use of the state’s renewable natural resources.
Portsmouth Athenaeum
Incorporated in 1817, the Portsmouth Athenaeum is a nonprofit membership library and museum in historic Portsmouth. Its mission is to promote learning and advance useful knowledge through intellectual discourse. The Athenaeum also cares for its historic buildings and library collections. In addition, it preserves materials relevant to the history and culture of Portsmouth and the Piscataqua region.
Gather (formerly Seacoast Food Pantry)
Gather has served Seacoast residents facing hunger for over 200 years. A small group of women founded it in 1816 to feed local fishing families. Today, Gather works to end local hunger through nutritious food distribution and its Pantry Market. It also offers nutrition education and builds partnerships that address the root causes of hunger. Gather serves Greenland, Hampton, Hampton Falls, Kittery (ME), New Castle, Newington, and North Hampton. It also serves Portsmouth, Rye, Seabrook, and Stratham.
Invested in Every Sense
When Jeff and Lynda say they’re invested in this community, they mean it in every sense of the word. They show up not only as financial professionals managing local clients’ wealth. They also show up as neighbors who give time, leadership, and resources where they live and work.
