Concord, NH (PRWEB) June 26, 2014
Charter Trust Company, one of the premier wealth management firms in the State of NH, has opened a new office on Main Street in Nashua. Located at 188 Main Street, the firm will occupy the second floor of the Nashua Bank building.
“Our growing client base in the southern tier of the state made Nashua a logical next step for expansion,” says Diane Guimond, Vice President and Wealth Advisor at the firm. “Our Wealth Advisors and Investment Officers work directly with our clients on all of their financial needs. This often includes integrating wealth planning, investment management, and asset allocation as well as trust and fiduciary services. With our client base expanding here in the local area, we want to be here to better service our clients.”
Joining Ms. Guimond in Nashua will be Bryan Sanford, Vice President and Investment Officer at the firm, as well as Mark Bartrum, Charter Trust’s Fiduciary Counsel.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. The firm works 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 $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 6 countries.