Monadnock Private Wealth
Private Wealth Management, Built on Relationships
Wealth management can look very different from one firm to the next. Some firms operate with advisor rotations, proprietary product shelves, and AUM-driven metrics.
Our team is structured around something different: long-term client relationships, an independent platform, and a planning process designed to support each client's specific goals. Some of our longest-standing relationships now span three generations of the same family, a reflection of trust built over time, not just accounts under management.
Independent Platform
Through Steward Partners, our team operates without a proprietary product shelf, supporting recommendations that reflect each client's planning goals.
Consistent Team Relationships
You work with the same team year after year, with direct access to the professionals supporting your plan.
Locally Rooted
Our team is rooted in the Monadnock Region and reaches across New Hampshire to the Seacoast, personally and professionally. Wherever you call home, our client relationships extend nationwide.
What We Do
Our Financial Advisory Services
Independent, relationship-based guidance that brings your planning, investments and
legacy together into one coordinated strategy.
Retirement
Planning
Retirement planning for business owners, nonprofits and organizations, balancing tax efficiency, compliance and employee retention, from plan design to fiduciary oversight.
ExploreTax Planning
A strategic approach to preserving wealth and minimizing taxes. We analyze tax-efficient income, Roth conversions, RMDs and Social Security optimization.
ExploreEstate & Legacy
Planning
Customized strategies to protect your assets and leave a lasting impact. We work with estate attorneys to minimize estate taxes and transfer assets to heirs and charitable causes.
ExploreInvestment Strategy
& Portfolio
Construction
A disciplined approach built for long-term growth, stability and adaptability. Our discretionary portfolios rest on thorough research and asset allocation that balances risk and opportunity.
ExploreExecutive &
Business Owner
Transitions
Guidance through career transitions, business exits and ownership changes, from liquidity events and succession to equity compensation and ESOPs.
ExploreRisk Management
Proactive solutions to mitigate uncertainty, from business risks to market volatility. We evaluate insurance needs, asset protection and contingency plans.
ExploreWe 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.
Near- and Current 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.
Credentials & Recognition
Every Monadnock Private Wealth
advisor is a CFP® professional
All of our advisors hold the CERTIFIED FINANCIAL PLANNER™ certification, an advanced credential earned through rigorous education, examination and experience requirements, and maintained through ongoing continuing education and CFP Board's ethical standards.
Forbes Best-in-State Wealth Advisors,
2026
Personalized
Service
We take the time to understand your aspirations, providing solutions that reflect your values and long-term vision.
Proactive Wealth
Management
We continuously monitor and adapt your financial plan, designed to keep you on track and ahead of potential challenges.
Experienced
Guidance
Our experienced team, backed by strong strategic alliances, delivers sophisticated wealth strategies tailored to your unique financial landscape.
Fiduciary
Commitment
When we act as a fiduciary, we prioritize your best interests, offering unbiased advice and transparent solutions tailored to your goals.
Steward Partners Investment Solutions and Steward Partners Investment Advisors shall assume the role of a fiduciary only when expressly stated in a written agreement, and when all necessary and proper agreements, contracts, or legal documents are duly executed and in place between the parties involved. Our fiduciary duties shall be bound by the terms and conditions specified within the said agreement and shall not extend beyond the scope defined therein.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Who We Work With
Monadnock Private Wealth works with high-net-worth individuals, families, and business owners who want more than a managed portfolio — they want a plan that reflects how they define wealth, whether that means providing for the next generation, or protecting what they've already built.
Clients typically come to us when they are:
- Managing significant assets built through a career, a business, or an inheritance, and looking for a coordinated strategy for what comes next
- Approaching a major transition: retirement, a business sale, or passing wealth to the next generation
- Looking for an ongoing relationship with an advisor who understands their full financial picture, not just their portfolio
- Seeking independent guidance, free from proprietary products or sales quotas
Headquartered in New Hampshire, we proudly serve clients coast to coast
Our home base is Keene, NH. While we serve clients throughout the Monadnock Region and across New Hampshire, our practice also extends to high-net-worth individuals and families beyond the region.
Not based in New Hampshire? Monadnock Private Wealth at Steward Partners works with high-net-worth individuals and families across the country. Reach out to start a conversation about how we can help you achieve your financial goals.
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