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NHTrust Wealth Management logo with the tagline "a division of NHTrust" in blue and gold text, representing trusted 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.

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Wealth Management Team

A shepherd with sheep thinks, I really need to diversify into goats, in a humorous caption.

Hereโ€™s To Your Wealth: Why Diversification Still Matters

Over the past several months, weโ€™ve had more conversations with clients about concentration risk than at any point in recent years.
Three generations of a happy family sit close together, smiling on a couch in a bright living room.

What Can I Say in My Trust, Anyway?

Think of a trust as more than just a legal documentโ€”itโ€™s a set of written instructions for how your assets should be managed and distributed.
A woman sits on a couch holding a credit card in one hand and looking at a laptop screen with a concerned expression, suggesting she might be worried about an online purchase or payment.

Here’s to Your Wealth: Protecting Your Financial Health in a World of Smarter Scams

Todayโ€™s scams are becoming far more targeted, more convincing, and harder to recognize.

NHTrust News

Kelly Brown, a woman with short blonde hair, wearing a teal patterned blouse, stands indoors in a softly lit room with large windows and a blurred background.

Kelly Brown Promoted to SVP Wealth Operations Manager at NHTrust

Smiling woman with curly hair in a blazer poses in a bright, blurred office setting, embodying Janelle Sartorioโ€™s signature professional style.

NHTrust Promotes Janelle Sartorio to Senior Vice President, Senior Wealth Advisor

Three people in sunglasses stand smiling by the Meredith Village Savings Bank sign on a sunny day.

NHTrust and MVSB Celebrate Sisters Day with Donation to Big Brothers Big Sisters of NH

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