About Us 2017-06-12T11:32:57+00:00

The Charter Trust Difference

Since 1984 we’ve been helping our clients create and manage their wealth.  We’ve created a cohesive team of investment, tax and planning experts who are available to clients when and where they want them.  This is unique in today’s pre-packaged financial services environment.  We know it works because generations of our clients tell us how much they trust and rely on the relationship they have with us.  We are singularly focused on achieving your financial goals and work every day to earn your trust.

Our clients know that their financial future is in reliable hands.  Each client is serviced by a three-person team – A Wealth Advisor an Investment Manager and a Wealth Administrator.  The team will engage in-house Tax and Financial Planning professionals when necessary.  This is all done on a fee-based compensation model and because the team has no competing interests, it acts solely in the client’s best interest.

See our staff’s biographies to appreciate the breadth and depth of our world-class staff.

Our Services

INVESTMENT MANAGEMENT

Every investor is unique.  Whether looking for income, capital appreciation, security, protection from taxes or saving for specific needs like college or retirement, investors have different goals and approaches as to how their money should be managed. Learn More

TRUST SERVICES

Trusts aren’t just for the wealthy.  Trusts are legal mechanisms that let you put conditions on how and when your assets will be distributed upon your death. They also allow you to reduce your estate and gift taxes and to distribute assets to your heirs without the cost, delay and publicity of probate court.  Learn More

ESTATE PLANNING

Estate Planning is one of those things most people would rather avoid.  While talking about one’s mortality is not usual dinner time discussion, it is an important conversation to have.  Take the first step and start the conversation with your family and loved ones.  Learn More

FINANCIAL PLANNING

Financial planning helps our clients get the most out of their assets and it’s never too early (or late) to start planning.  If you do not have a solid financial plan, the right time to start one is now.  Learn More

RETIREMENT ACCOUNTS

If you ask 10 people what their idea of a perfect retirement is, you’ll likely get 10 different answers.  The prevailing constant is the financial foundation required to support your ideal retirement plan.  That’s why we spend the time getting to know you and your family.  Learn More

FAMILY OFFICE

Our Family Office service allows clients to live the life of their dreams and not be burdened with the complexity of managing great wealth.  We act as the family’s chief financial officer and provide the resources and expertise to address all aspects of their financial life.  Learn More

Visit one of our New Hampshire Locations

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Concord

Corporate Office
90 North Main Street
Concord, NH 03301
603-224-1350
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Hanover

68 South Main St.
Hanover, NH 03755
603-224-1350
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New London

331 Main Street
New London, NH 03257
603-224-1350
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Meredith

255 DW Highway
Meredith, NH 03253
603-224-1350
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Peterborough

2-4 Main Street
Peterborough, NH 03458
603-224-1350
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Rochester

34 Wakefield Street
Rochester, NH 03866
603-224-1350
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Nashua

188 Main Street
Nashua, NH 03060
603-224-1350
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