History

  • Charter Trust Company was formed in 1984 as a New Hampshire  Trust Company, chartered by the State of New Hampshire Banking Department.
  • Charter Trust Company is the largest, locally-owned, investment management company in Northern New England.
  • Our professionals are broadly trained and educated in all areas of trust, investment, financial and estate management in order to provide the most complete package of services to our clients.
  • Our wealth advisors average well over 20 years of experience in the industry.
  • Charter Trust maintains a relationship with several community banks throughout New Hampshire, Maine and Vermont.
  • The firm is owned by a partnership of New Hampshire banks – Lake Sunapee Bank and Meredith Village Savings Bank.