Overview of Services
Our Wealth Management Team specializes in developing strong client relationships and provides dedicated personal service with a consistently disciplined approach to investment management.
Our investment management professionals work with individuals, businesses and non-profit organizations to manage investment portfolios, collect income and monitor accounts for maturities and proxy information. Our team also manages retirement money including assisting clients with transferring IRA assets, facilitating lump-sum distributions from qualified plans, investment management, tax guidance and annual disbursement of funds when required. We also work with towns and cities across the state to manage their municipal money, providing MS 9 and MS 10 preparation services if needed. In addition, traditional accounting and tax preparation services are provided along with online access to all accounts.
As Corporate Trustee, Bank of New Hampshire assumes all legal, fiduciary and ethical responsibility for the proper administration of trusts, as well as the financial welfare of beneficiaries, all while maintaining complete confidentiality.
Our Private Banking offers high net worth clients customized financial solutions, including investment management, deposit, and lending needs, through a dedicated relationship manager.
Our Retirement Plans Service offers programs such as 401(k), 403(b), 457 and Profit Sharing Plans for corporate and institutional clients as well as non-profit and government organizations. The Program focuses on investment management, employee education and plan design. This also includes full service record keeping and plan administration.
Wealth Management Provides:
- Investment Management
- Fiduciary Services
- IRA Rollovers
- Portfolio Evaluation
- 401(k), 403(b) and 457 plans
- Custodial Services
- Private Banking
- Online Access