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.
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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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
We review existing investment liabilities to assess your current financial picture.
We identify shortfalls or challenges that should be taken account of.
We build a plan that realizes your goals at your risk comfort level.
We activate your plan with customized asset allocation that accounts for your existing investments.
We assess economic and market conditions and rebalance any investment weightings over or under target.
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.
Creating the blueprint to build your wealth.
We craft an investment policy that lays out your personal asset allocation and risk management strategy.
Looking at relative valuation, macro outlooks and return potential.
Investment committee oversight drives tactical asset allocation positions based on market outlook.
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.
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?
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.
Marital & Family Trusts
Special Needs Trusts
Corporate Trustee Services
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“I love when a good financial plan eliminates the stress.”
Cindy Day, CTFA®
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.
How fortunate am I that I not only have an outstanding, knowledgeable and successful Wealth Management Team at Bank of New Hampshire, but also warm, kind and loving people that I am proud to call my friends.Jeanine
The Lantos Foundation has greatly appreciated the personal attention and outstanding service we have received from the Bank of New Hampshire. Bank of New Hampshire has been an invaluable partner in helping us make the world a better place.The Lantos Foundation
Employees are often asking Questions about our 401k plan that I am not able to answer, I can always count on my Wealth Management team to work directly with staff to give them the answers they seek.Taylor Community
We have been with The Wealth Management Team at Bank of New Hampshire for 15 years now. They are professional, helpful and always there when you need them.Mas-Con Corporation
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