Charter Trust Opens New Meredith Office

Share Article

New Office Better Serves the Company's Growing Clientele in the Region

Charter Trust Company Meredith Office

Charter Trust Company has relocated to new office space in Meredith, NH. Moving from their prior location in the Seneca Ladd building, to their new home at 255 Daniel Webster Highway, next to Lovering Volvo.

The new location will better serve the company's growing wealth management clientele in the Meredith and surrounding area. Bette Kapp, Senior Vice President & Wealth Advisor says "Our clients love the new office, it's centrally located and easy to park right outside the door"

Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to: increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Rich Woodfin
Charter Trust Company
+1 (603) 856-4325
Email >
Visit website