Start a conversation

Start a conversation

NHT Wealth Management logo with a division of NHTrust written underneath, highlighting the expertise and trust integral to superior wealth management services.

Personalized Wealth Management, Trust and Fiduciary Services

NHT Wealth Management, a division of NHTrust, works with clients who have more complex financial lives. We help manage significant portfolios, coordinate trusts and estates and design strategies that support your family, business and legacy over the long term.

Smiling woman with shoulder-length hair sits at a desk in an office, a plant and window behind her, embodying professionalism in wealth management.

Wealth Management Services

We combine disciplined portfolio management with trust, estate and tax-aware strategies designed for individuals, families and municipalities with significant assets and/or complex financial needs.

Investment Management

Manage customized, diversified portfolios using disciplined strategies aligned to your objectives, risk tolerance and long-term priorities.

Financial Planning

Coordinate investments, cash flow, estate considerations and tax impacts into a comprehensive plan that evolves as your life and priorities change.

Retirement Planning

Expert guidance to assess your requirements, evaluate retirement timing, and develop an income strategy tailored to sustain your preferred lifestyle.

Tax Planning Strategies

Tax-efficient approaches to how you save, invest and withdraw funds, coordinated with your tax professional when appropriate.

Trust and Fiduciary

Offering expert trust and fiduciary services to assist with family trust administration, corporate trustee services and investment management.

New Hampshire Trusts and Their Advantages

New Hampshireโ€™s tax-friendly backdrop and trust-friendly laws offer the best benefit for your investment. We’ll help you navigate and maximize the benefits.

Four professionals in business attire discuss wealth management strategies around a table with coffee mugs in an office setting.

Wealth Management Team

Yellow quotation mark symbol with a gray shadow on a transparent background, ideal for presentations or projects related to investment management.
A person sitting at a desk signs a personal check with a blue pen next to a laptop and a checkbook.

Here’s To Your Wealth™: Giving to Charity Doesn’t Always Mean Writing a Check

If I asked you to make a $100 contribution to XYZ Charity, and you had the means to do it, what would first come to mind?ย 
Older couple discussing retirement options with financial advisor

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 donโ€™t always fully understand. And thatโ€™s completely normal โ€” the rules can feel confusing at first.
Three women sit at a table by a window, talking and smiling with notebooks and papers in front of them.

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?

NHTrust News

A person sitting at a desk signs a personal check with a blue pen next to a laptop and a checkbook.

Here’s To Your Wealth™: Giving to Charity Doesn’t Always Mean Writing a Check

NHTrust logo with gold geometric design and slogan: Plan Confidently. Wealth Management Financial Advisors..

Estate Planning Seminars: Plan Confidentlyโ„ข

Jack Putnam Joins NHTrust as Financial Advisor in Keene

Let us help you Plan Confidently for what’s next.

Best of the Lakes Region 2026 Winner logo with a sun graphic and gold trim.

Awards

2026 Best of the Lakes Region

Gold: Financial Advisor/Planner