Charter Oak Capital Management is a local fiduciary wealth management firm serving clients in Portsmouth, NH and Kennebunk, ME. They specialize in helping individuals make informed financial decisions through detailed planning, investing, and guidance as fiduciaries.
Committed to protecting and nurturing their clients' wealth, Charter Oak Capital Management takes a personalized approach to ensure financial security and growth. As an independent and fee-only firm, they provide unbiased advice to New England's top earners.
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