Certified Financial Advisors in NH You Can Count On
Strategic financial planning is designed to protect your wealth today, preserve your legacy tomorrow, and support your journey for a lifetime.
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All recognition award information can be found on Steward Partners’ website at www.stewardpartners.com/Important-Disclosures.35.htm .
Comprehensive Financial Planning in New Hampshire
At Monadnock Private Wealth, we believe financial success is about building a confident future. You have worked hard to reach where you are. We help you protect, grow, and transition your wealth seamlessly.
Retirement & Tax-Efficient Planning in NH
Estate & Legacy Planning Strategies for NH Families
Investment Strategy & Portfolio Management
Financial Planning for Business Owners in NH
Retirement Plans for New Hampshire Businesses & Nonprofits
Risk Management & Asset Protection Strategies
Who We Serve: Financial Services for NH Businesses & Individuals
We specialize in guiding successful individuals and families with complex financial needs, including:
- Business owners preparing for succession or liquidity events.
- High-income professionals seeking tax-efficient strategies.
- Retirees transitioning into financial independence.
- New Hampshire transplants looking to optimize their tax and estate plans.
- Businesses and non-profits seeking optimized retirement plans.
With a focus on strategic planning and wealth preservation, we provide the expertise and guidance you need to navigate every stage of your financial journey.
Our Process: Financial Planning Made Simple
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Step 1 – Discovery: Understanding Your Financial Goals
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Step 2 – Planning: Designing a Custom Financial Strategy
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Step 3 – Implementation: Seamless Execution With Trusted Partners
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Step 4 – Ongoing Partnership: Adapting Your Plan as Life Evolves
Step 1 – Discovery: Understanding Your Financial Goals
We start by understanding your goals, financial landscape, and priorities to create a customized plan that aligns with your vision.Step 2 – Planning: Designing a Custom Financial Strategy
Through data-driven insights and our expertise, we craft a tailored financial strategy designed to optimize your wealth and mitigate risks.Step 3 – Implementation: Seamless Execution With Trusted Partners
Our team ensures seamless execution, coordinating with legal and tax professionals to integrate all aspects of your financial plan.Step 4 – Ongoing Partnership: Adapting Your Plan as Life Evolves
We continuously monitor, refine, and adjust your strategy, keeping you informed and empowered as your life evolves.Why Choose Monadnock Private Wealth as Your Financial Advisor in NH
Ready to Find a Financial Advisor in New Hampshire?
If you’re looking for a financial advisor in New Hampshire who offers tailored strategies, fiduciary care, and lasting results, Monadnock Private Wealth is here to help.
Schedule a consultation today and take the first step toward a stronger financial future.
Ryan F. Gravina is a CERTIFIED FINANCIAL PLANNER™ and Tax Planning Certified Professional® at Monadnock Private Wealth at Steward Partners. Ryan works closely with clients to identify the most suitable and applicable planning strategies for each client's unique situation, with a focus on adding value through a thoughtful and personalized approach. This includes in-depth analysis related to estate planning strategies, risk planning, portfolio construction, and incorporating tax-aware considerations into the financial planning process to help support more informed decision-making.
Ryan graduated from Bryant University with a Bachelor of Science in Business Administration, concentrating in Finance with a minor in Communications. He joined the financial services industry in 2017 and has worked professionally advising clients with Bank of America Merrill Lynch, Citizens Financial Group, Edward Jones, and Riverwalk Wealth Advisors.
Ryan adheres to the standard of excellence that CFP® professionals must meet, including rigorous education and training, ethical standards, and a commitment to serving his clients' best interests. As a Tax Planning Certified Professional® (TPCP®), he incorporates advanced tax planning strategies into the financial planning process, helping clients make more informed, tax-efficient decisions across all areas of their financial lives.
Starting at the early age of 11 years old after competing in a regional stock market challenge, Ryan has consistently stated his desire to work as a Financial Advisor and to work with his dad, Carl. In September of 2023, that dream came to fruition as he joined the team.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Alexis supports client service operations and the advisory team through detailed account administration, documentation, and workflow coordination. In her role as Senior Client Administrative Manager, she works closely with advisors and clients to ensure requests are handled accurately and efficiently while delivering an exceptional level of client care. Alexis delivers a highly organized and professional approach to the team, keeping the practice running smoothly and ensuring every client interaction reflects a client-first mindset.
Alexis has more than 20 years of customer service experience in the financial industry. She began her career as a bank teller and quickly advanced into customer service and mortgage lending roles, building a strong foundation in client service and financial operations. She later supported financial advisors and attorneys, further strengthening her experience in documentation, organization, and client care. Alexis returned to Steward Partners after spending a year working in estate planning as a paralegal, adding valuable perspective to her role.
Alexis enjoys spending time with her husband and two sons, most commonly at the soccer fields. She enjoys traveling to Nantucket Island, relaxing by the water in the summer, and skiing in the winter. When she has a quiet moment, she can often be found working on a jigsaw puzzle.
Amanda supports the advisory team through detailed account administration, meeting preparation, and a broad range of operational and back-office responsibilities. In her role as Client Administrative Manager, she prepares client meeting materials, generates and reviews investment and planning reports, maintains financial planning projections, and manages ongoing account paperwork and maintenance.
Amanda has more than a decade of experience in banking and client service. She previously worked at a local trust company, where she spent several years supporting financial advisors and assisting clients with a wide range of trust and wealth management needs.
Outside the office, Amanda enjoys baking, spending time with her family, and traveling. She especially enjoys cruises as her preferred way to relax and explore new destinations.