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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.

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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.

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Wealth Management Team

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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.
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Here’s To Your Wealth: Planning for Retirement. When Is Enough… Enough?

After nearly thirty years of helping people prepare for retirement, I’ve learned that “enough” has very little to do with reaching a specific dollar amount. It has everything to do with whether your savings can support the life you want to live.
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Why We Focus on Process, Not Predictions

The challenge is that predictions are easy to make and very hard to get right consistently. Thatโ€™s why we focus on process instead.

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 us help you Plan Confidently for what’s next.

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Awards

2026 Best of the Lakes Region

Gold: Financial Advisor/Planner