Wealth Planning for Families in Southern NH
A complimentary conversation with a CFP® team in Keene, NH. No obligation, no pitch. Just a focused discussion about where you are and where you want to be.
2026 – Source: Forbes.com - The ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: in-person, virtual and telephone due diligence meetings, client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and published by Forbes (April 7, 2026). For more information, see www.SHOOKresearch.com.
Award recognition information can be found on Steward Partners' website by clicking here.
A Different Kind of Financial Relationship
We work with a focused number of families across Southern NH, because thoughtful financial planning takes time, attention, and continuity.
Comprehensive Planning
Investment management, retirement strategies, and estate considerations are coordinated together, not handled in separate silos.
Tax-Efficient Strategies
We work alongside partnered tax professionals to help integrate tax-conscious thinking into your broader financial plan.
Steward Partners, its affiliates, and its Wealth Managers do not provide tax or legal advice.
Long-Term Relationship
Life changes: retirement, transitions, family milestones. We're structured to be a consistent resource across those stages.
Local + Institutional
Based in Keene, NH, we are backed by the national infrastructure of Steward Partners and Raymond James.
Our advisory team is composed entirely of CFP® professionals. The designation requires demonstrated expertise in financial planning, tax strategies, investments, and estate planning strategies, and a commitment to meeting the highest professional standards in the field.
The Team You'd Be Working With
How We Work in Practice
Client Case Study
A prospective client came to us after a major life transition. They had recently taken on significant responsibilities and were navigating complex financial decisions for the first time. We worked to identify tax and estate professionals who could help bring clarity to their situation. We coordinated across every layer, not just solving challenges one at a time, but building a cohesive plan that addressed them all together.
Inherited IRA
Structured the allocation and distributions to help satisfy cash flow needs as well as charitable ambitions.
Taxable Assets
Implemented a strategy to help unwind legacy positions without incurring significant capital gains.
Family Trust
Identified the need and coordinated with specialized legal counsel to help protect a dependent family member's long-term care and benefit eligibility.
Bridge Financing
A securities-backed credit facility allowed them to close on a new home without liquidating their portfolio or triggering a taxable event.
The case study presented is provided for illustrative purposes only. Past performance is no guarantee of future results. The information has been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness. Any strategies mentioned do not guarantee a profit or protect against loss and may not be suitable for all investors. Each client's specific situation, goals, and results, may differ. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Steward Partners, its affiliates, and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
A securities-based line of credit may not be suitable for all clients. The proceeds from a Securities based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client's securities without contacting them. The interest rates charged are determined by the market value of pledged assets and Capital Access.
Securities Based Line of Credit and banking products are provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank. Steward Partners is an unaffiliated and separate entity from Raymond James Bank, Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.
Steward Partners Investment Solutions, LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Steward Partners Investment Solutions, LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Steward Partners Investment Solutions, LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Ready to Have a Conversation?
Whether you're approaching retirement, managing a transition, or simply want a second opinion on your financial plan, this is a no-pressure starting point.