The Wealth Conservatory / Financial Advisor in Lebanon, New Hampshire

The Wealth Conservatory helps individuals and families develop and implement comprehensive financial plans designed to protect and enhance their wealth and the standard of living it supports, thus enabling them to confidently and efficiently move towards their financial objectives.

We use a multi-advisor team approach to indentify our clients best alternatives. We are a fee-only financial planning and wealth management firm. This means their are not commissions, sales promotions or hidden fees to cloud our advice.

One of our NAPFA-Registered Financial Advisors is assigned to each client to identify their goals, address their concerns, explain their alternatives and help them implement their decisions.

Clients experience our success when they first start to feel the freedom that a lifetime of prudent financial planning and guidance provides.

Specialties

401K Consulting 403B Plans Asset Protection Certified Financial Planner CFP ® Charitable Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Fee Only Fee-Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Policy Statements Investment Services IRA Legacy Planning MBA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Special Needs Planning Trustee Services Wealth Management