We assess your needs, challenges, aspirations and priorities. This begins with identifying your cash flow requirements, tax concerns, retirement dreams and legacy or charitable planning issues.
Wealth Advice
The tips, tools and team behind wealth management.
Maximize your financial potential
Our seasoned Wealth Management team delivers tailored management solutions to help you preserve and build assets. With a long history of placing the interests of families and institutions first, we are uniquely positioned to understand and solve the challenges you face every day.
$900+ Million in Assets
95% Customer Satisfaction*
99% Customer Retention*
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Or call 603.527.3371 to speak to an advisor.
*2017 survey scores
Explore our financial planning services.
Our customized financial planning process is thoughtful and thorough.
The end result is a comprehensive wealth management plan that is personalized to you.
7 Steps of Financial Planning
Step 2: Examine
We review existing investment liabilities to assess your current financial picture.
Step 3: Evaluate
We identify shortfalls or challenges that should be taken account of.
Step 4: Design
We build a plan that realizes your goals at your risk comfort level.
Step 5: Implement
We activate your plan with customized asset allocation that accounts for your existing investments.
Step 6: Monitor
We assess economic and market conditions and rebalance any investment weightings over or under target.
Step 7: Re-evaluate
We ensure our strategy remains relevant and on course throughout life’s changes.
Build an Investment Portfolio That’s Uniquely Yours
Our investment process integrates our expectations for capital markets with your unique circumstances — from risk tolerance to tax liabilities, from cash flow needs to desired returns.
Understanding your goals
Creating the blueprint to build your wealth.
We craft an investment policy that lays out your personal asset allocation and risk management strategy.
Developing an asset allocation strategy
Looking at relative valuation, macro outlooks and return potential.
Investment committee oversight drives tactical asset allocation positions based on market outlook.
Constructing your portfolio
With an eye on equity, fixed income and alternatives.
Your tailored portfolio will integrate capital appreciation, income and alternative strategies to meet your risk/reward parameters. Our disciplined processes have proven to deliver consistently competitive performance.
Managing risks effectively
Using asset allocation, diversification, performance and attribution
Managing risk is an ongoing initiative that includes periodically revisiting your asset allocation strategy, rebalancing to ensure your portfolio remains aligned with that strategy, and identifying securities to include/exclude based on performance attribution.
Need fiduciary and trust services?
Trust us.
Legacy planning — BNH’s comprehensive and holistic approach to estate planning — is the creation of a strategy to pass on wealth to the people and causes that matter most to you.
Our BNH team works with you to build a plan around your core values, charitable concerns, and intentions for future generations — it’s a plan designed to accumulate wealth to meet those intentions and put them into effect. Legacy planning is especially important for businesses owners or those with assets such as real estate or valuable heirlooms.
The seasoned trust professionals at BNH can design and implement trusts and other fiduciary solutions to address your specific goals for preserving and passing on your wealth. We work closely with you and your other professionals, bringing a breadth of experience to ensure your intentions are honored — with complete confidentiality.
Revocable Trusts
Marital & Family Trusts
Charitable Trusts
Special Needs Trusts
Corporate Trustee Services
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“I love when a good financial plan eliminates the stress.”
Cindy Day, CTFA®
Vice President
Wealth Management Officer
Cindy has over 37 years of corporate trust and wealth management experience. She attended Cabrini College, is a graduate of the Cannon Financial Trust School program and in 2018, obtained her CTFA (Certified Trust Financial Advisor) designation. Prior to joining the bank, Cindy held positions at Wells Fargo Bank, N. A., Mellon Bank, N. A. and The Vanguard Group specializing in corporate trust, personal and charitable trust administration and family office arrangements. Cindy currently sits on the board of Altrusa International of Meredith and serves as their treasurer. Cindy is also a member of the NH Estate Planning Council and graduate of the 2018 Leadership Lakes Region Program.
Get the insights that help fuel better investments.
Explore our Wealth Insights and Commentary.
Securities and Insurance Products are:
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not a Deposit | Not Insured by any Government Agency |