Portland Head Light on the rocky Maine coast at Cape Elizabeth

Portsmouth · Rye · Hampton · Exeter

Wealth management for the New Hampshire seacoast.

New Hampshire households often combine a high savings rate, no earned-income tax, and a seacoast or lakes property. The planning question is usually how to keep that advantage while investing the capital with the same care you used to earn it.

Meet with Rusty Investment management

Why the seacoast is a fit

Portsmouth, Rye, North Hampton, Hampton, Exeter, Dover, and Durham sit close enough to Marblehead for an in-person relationship and far enough from Boston that families are not looking for a Financial District office. We are not advertising into Manchester or the I-93 corridor as a primary market; the coast is the point.

New Hampshire has one of the higher concentrations of millionaire households in New England. That is a planning fact, not a sales pitch. The work is still household-by-household.

Planning notes that come up often

Residency, the location of a second home, and how retirement income will be taxed if you later spend more time in Maine or Massachusetts. Equity compensation from a Boston-area employer while you live in the 603. A business sale that suddenly makes the portfolio the main job.

Continue to coastal New England investment management.

The next step is a conversation, not a commitment.

Discovery calls with Rusty are confidential and fiduciary. Bring the questions you have been carrying. We typically work with households that have $1,000,000 or more to invest.

Meet with Rusty Contact the office