Independence Financial Advisors

At Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NH area, Tammy Lavertue will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

HistoryEstablished in 1984, Charter Trust Company is a non-depository bank exercising fiduciary powers for our clients. We are incorporated under New Hampshire banking law as a New Hampshire Trust Company and are examined annually by the New Hampshire Banking Department. Headquartered in Concord, New Hampshire. We service clients throughout New England from seven offices located around the State. These offices are located in: Concord, Hanover, Meredith, Nashua, New London, Peterborough and Rochester.SpecialtiesFounded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals and families to create, manage and preserve wealth, the company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. We work with our clients on: Investment Management Trust Services Estate Planning Charitable Planning Financial Planning Retirement Planning Tax Planning Family Office Services