We've been guiding our clients through life’s financial events since 1984. Our team of investment, tax, and planning experts takes the time to get to know our clients, their financial situation, and their aspirations, and work with them to create a personalized plan to drive results. We know our approach works because generations of our clients tell us how much they trust and rely on the relationship they have with us.
Services We Offer
Charter Trust Company provides trust administration, investment management, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England.
Why Choose Us
New England Values
Since our founding in Concord, New Hampshire, we have remained committed to our New England roots and serving our neighbors. We live here, work here, and share your aspirations for our community. We manage each client’s assets thoughtfully and prudently with attention to detail, and with a commitment to doing what is best for each client.
We believe personalized service is what sets us apart. When you work with us, you can expect to enjoy a face-to-face relationship with an advisor that you know and trust. We pride ourselves on service that exceeds our client’s expectations.
Our expert team of financial professionals has decades of experience in managing money and building relationships. Our officers and support staff offer expertise in a wide variety of specialized areas including personal trust, estate planning, non-qualified retirement plans, investment management, municipal investing, and nonprofit services.
Charter Trust Company has the strength, experience, and commitment to service to meet all of your trust and investment needs. We would welcome an opportunity to speak with you in person regarding your needs and our services.