Invested in More Than Portfolios
Whole Wealth Management walks the talk. We’re committed to investing in our community through volunteering, sponsorship, and hands-on leadership – because we believe in people helping people, and in building a stronger, more vibrant Seacoast community.
Community Involvements
2024: Portsmouth Athenaeum President
In January 2024, Jeff was elected President of the Portsmouth Athenaeum. He chairs the Board of Directors and leads the organization’s strategic direction, including oversight of the executive director, strategic planning, and policy.
2018 – 2023: Portsmouth Athenaeum Treasurer
In January 2018, Jeff was elected Treasurer of the Portsmouth Athenaeum. He oversaw all financial aspects of the institution – building the annual budget, monitoring income and expenses, signing checks, and managing 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 for his vision, leadership, and enthusiastic contribution to developing Puddle Dock Pond, the museum’s outdoor seasonal ice-skating rink.
2015: National Volunteer of the Year Award
In 2015, Jeff was recognized nationally with the Invest in Others Volunteer of the Year Award in New York City. This award honors a financial advisor who has made a significant, lasting impact on a nonprofit through at least three years of hands-on volunteer leadership. Jeff earned the honor for bringing Puddle Dock Pond, an outdoor ice-skating venue, 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, honoring his vision and tireless dedication in bringing a community skating rink to Strawbery Banke Museum. His work was also featured in a New Hampshire Chronicle story on the project.
Organizations We Support
Strawbery Banke Museum
Strawbery Banke is a ten-acre outdoor living history museum tracing 375 years of history in one of America’s oldest continuously occupied neighborhoods. Through restored houses, period gardens, and costumed interpreters, it tells the stories of the many generations who called this Portsmouth neighborhood home, from the late 17th century through the mid-20th century.
End 68 Hours of Hunger
End 68 Hours of Hunger confronts the gap in nutrition that some school children face between Friday’s school lunch and Monday’s school breakfast. The Portsmouth program provides bags of nutritious, non-perishable food to children identified as in-need by school nurses, filled by volunteers each Thursday evening and delivered to schools Friday morning. What began as a pilot serving 10 bags a week during the 2009–2010 school year has grown to roughly 110 bags a week, reaching all three elementary schools, the middle school, the high school, and The Bob Lister Academy.
Society for the Protection of New Hampshire Forests
Founded in 1901 by a small group of concerned citizens, the Forest Society is now one of the country’s most effective statewide land conservation organizations. As a membership-based nonprofit, it works to protect New Hampshire’s most important landscapes while promoting the wise use of its renewable natural resources.
Portsmouth Athenaeum
Incorporated in 1817, the Portsmouth Athenaeum is a nonprofit membership library and museum in the heart of historic Portsmouth. Its mission is to promote learning and advance useful knowledge through intellectual discourse, care for its historic buildings and library collections, and preserve materials relevant to the history and culture of Portsmouth and the Piscataqua region.
Gather (formerly Seacoast Food Pantry)
For over 200 years, Gather has served Seacoast residents facing hunger, since its founding in 1816 by a small group of women committed to feeding local fishing families. Today, Gather works to end local hunger through nutritious food distribution, its Pantry Market, nutrition education, and partnerships that address the root causes of hunger throughout Greenland, Hampton, Hampton Falls, Kittery (ME), New Castle, Newington, North Hampton, 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. Not just as financial professionals managing local clients’ wealth, but as neighbors contributing time, leadership, and resources to the place they live and work.
