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Plan Confidently™
for Your Financial Future.

Relationship-driven financial and wealth management services for individuals, businesses, nonprofits and municipalities.

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Two Divisions, One Goal: Help You Plan with Confidence.

NHTrust Wealth Management logo with gold and white text on a light gray background, representing trusted Financial Advisors specializing in wealth management.

For high‑net‑worth individuals, municipalities and nonprofits, our NHT Wealth Management team provides personalized wealth management, fiduciary and trust services.

NHT Financial Advisors logo with gold and white text on a light background, reflecting our commitment to exceptional wealth management.

For clients who do not require trustee services, our NHT Financial Advisors team offers straightforward, long-term advice, with insurance and annuity solutions available when appropriate.

Two Divisions, One Goal: Help You Plan with Confidence.

NHTrust Wealth Management logo

For high‑net‑worth individuals, municipalities and nonprofits, our NHT Wealth Management team provides personalized wealth management, fiduciary and trust services.

NHTrust Financial Advisors

For clients who do not require trustee services, our NHT Financial Advisors team offers straightforward, long-term advice, with insurance and annuity solutions available when appropriate.

Who We Serve

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Individuals and Families

Work with local advisors who understand your needs, goals, and what’s coming next—so you can plan, invest, and safeguard your future.

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Nonprofits

Steward your mission and long-term reserves with disciplined investment guidance built for boards, staff and donors.

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Businesses

Align your business and personal wealth with coordinated advice for owners and key leaders.

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Municipalities

Municipal funds are managed transparently and responsibly, with clear reporting and oversight to meet community needs.

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Understanding Required Minimum Distributions

Required Minimum Distributions, often referred to as RMDs, are one of those financial planning topics that many people have heard of but don’t always fully understand. And that’s completely normal — the rules can feel confusing at first.
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Here’s To Your Wealth™: Your Estate Plan May Be Ready. Are Your Heirs?

Receiving a significant inheritance sounds like a good thing, and in many ways it is. But suddenly being responsible for a large amount of money can also be difficult. Are your heirs prepared for what they may someday receive?
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The New Hampshire Trust Advantage

New Hampshire law offers tools that can provide more flexibility, privacy options and long-term planning features for certain types of trusts.

NHTrust News

Jack Putnam Joins NHTrust as Financial Advisor in Keene

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NHTrust Welcomes Christina Bradbury as SVP Senior Wealth Advisor

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Why We Focus on Process, Not Predictions

Let's discuss your financial goals.

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Awards

2026 Best of the Lakes Region

Gold: Financial Advisor/Planner