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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Income tax planning and preparation
  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis
  • IRS Representation
  • Business Planning
  • Charitable Giving Strategies

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is an annuity right for me?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 *These services are offered William Pelletier through his affiliation with Avantax Investment Servicesâ„  and Avantax Advisory Servicesâ„ .


Bill provides personal financial planning, asset management strategies,and individual, business and fiduciary tax services for clients. Bill has over 30 years experience in taxation and wealth management. He began his financial...

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Maggie Pelletier

Relationship Manager

(603) 227-6257

(603) 369-6367

Maggie manages our investment client relationships. She has over 25 years experience in wealth management at some of the larger wealth management companies in NH, including Citizens and TD Wealth. In her most recent position before...

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