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Services

We've been providing client services since 1984. Our clients have diverse requirements, from those who are just starting to save to those who are investing savings from a lifetime of work. Please explore our website and contact us with any questions you may have.

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401(k) Plan Services

Charter Trust’s Retirement Plan Services division offers a unique low fee alternative to cookie cutter retirement plans. We can provide your company with a comprehensive 401(k) plan solution with many benefits.

Learn about 401(k) Plan Services

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Charitable Planning

Charter Trust can help you manage your finances so that the charities of your choice properly benefit and you can take advantage of the tax benefits. We can help you develop a plan that benefits you and the causes you care about.

Learn about Charitable Planning

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Estate Planning

Estate Planning is something 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 loved ones.

Learn about Estate Planning

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Family Office Services

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 about Family Office Services

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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 about Financial Planning

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Investment Management

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 about Investment Management

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Municipal Services

Trustees of Trust Funds in municipalities throughout the state of New Hampshire have relied on Charter Trust Company to manage their funds since 1984. We can help you with end-to-end solutions to managing today’s complex trust funds.

Learn about Municipal Services

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Retirement Services

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 about Retirement Services

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Tax Planning & Preparation

Our expert tax team offers personal tax planning, consulting, and preparation services to our clients. We offer a unique combination of accounting, tax planning, and business expertise that helps clients achieve their financial goals.

Learn about Tax Planning & Preparation

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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 about Trust Services