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Serving As a North Star On Your Life Journey

Financial Life Planning & Wealth Management for Windham, NH & Throughout the U.S.

Let’s Connect

If you’re looking for a dedicated professional, navigating significant wealth, and are seeking a holistic approach, we want to hear from you. Schedule a complimentary get-acquainted meeting where we’ll describe our services and see if we are right for you. Not quite ready to schedule a meeting? Fill out the form, and we’ll be in touch with you.

Schedule Your Get-Acquainted Meeting

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Life Stage:




112 Range Road

Windham, NH 03087


Office: (603) 458-2776

Fax: (603) 589-6003