Reaching us is simple, because that’s how it should be.
Call, email, or send a message below, and you’ll hear back directly from Jeff or Lynda – not a call center.
Whole Wealth Management, LLC
200 Marcy Street, Suite 201
Portsmouth, NH 03801
Phone: (603) 766-8705
General Email: info@wholewealthmanagement.com
Jeffrey W. Keefe, AIF®
Senior Financial Advisor, Founding Principal
Lynda A. Moores, FPQP™
Financial Paraplanner Qualified Professional™, Client Relations Manager
Send Us a Message
Have a question, or ready to schedule a conversation? Fill out the form below, and we’ll respond within one business day.
“Wealth is the Ability to Fully Experience Life.”
– Henry David Thoreau
