Are you just beginning your investment journey?

College loans, low starting salaries, and rising cost of healthcare can often cause people to delay or avoid investing. While it’s true that money can be tight early in your career, it’s also possible that you’ve suddenly gotten to a point where you have money you want to put to work for you.

With a variety of investment tools, apps, and advisors, it can take some time to discover what road to take to begin building wealth. Thankfully, we have a perfectly balanced, data-driven software-backed investment strategy.

Healthy Investing Requires Leveling Up

It seems attractive to be able to set up an account online somewhere and manage your own investments without the benefit (or potential cost) of seasoned guidance. You may very well be equipped to manage your investments on your own—there are plenty of solutions—and apps—out there for that.

But if you feel that you don’t have the experience, knowledge or are worried that your emotions may impact your day-to-day investment strategy, level up your investment game with a conversation with one of our dedicated investment advisors today.

Simple, Convenient, Yet Sophisticated

With a history of focusing on your long-term goals, our unique approach to investment strategy process makes it simple for you to begin. Our combined local presence and powerful, yet simple web-based technology can help you get up and running quickly, and conveniently.

Just don’t be fooled. Our sophisticated analytics help us understand what’s going on in the market, helping to remove some of the uncertainty many new investors feel.

Professional Investment Advice, Start Up Rates

Located in Concord, New Hampshire, we are focused on helping you understand and analyze the data, while working toward establishing and meeting your financial goals—at a reasonable cost. We’ve worked to develop an investment solution that is tailored toward your specific needs—and means.

Our unique approach to financial analysis and investing positions us to help you understand the nature of the market, while developing the right investment strategy for your particular needs and goals.

Three Pillars

To help you develop your unique investment strategy, we build every investment program on three pillars of financial planning: risk tolerance, liquidity needs, and time horizon. In leveraging these, we are able to help you achieve your investment goals—and avoid some of the most common pitfalls.

Learn More

Whether you’re a newbie or casual investor, when you’re early in your career, we can help you make sound and data-driven investment decisions. Contact us today to discuss your investment goals.

Get in Touch

Telephone: 603.226.6600 or 800.851.8431
Fax: 603.226.7200

6 Eagle Square, Third Floor
Concord, NH 03301

How can our investment advisory approach help you?

For a free assessment of your current financial condition…