Smith-Petersen, Douglas R
Smith-Petersen, Douglas R is a private financial firm based in Boston, MA, with a 140-year history dedicated to serving individuals, families, nonprofits, family offices, financial advisors, and business owners. The firm offers a range of services, including wealth planning, investment management, sustainable investing, trust and estate services, and specialized support for navigating the advantages of New Hampshire trusts.
With a strong commitment to integrity and personalized service, Smith-Petersen focuses on understanding client needs while providing disciplined and customized investment strategies. The firm's experienced professionals actively engage with clients to simplify their financial lives, ultimately aiming to exceed expectations and foster a lasting legacy.
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