Not a big fan of Mark as an asset manager. As a person very nice though. He wasn't a good fit for me. I moved to NH and wanted someone local for my retirement. I was used to my pervious management...
MHP Asset Management
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MHP Asset Management is an independent investment advisor based in Wolfeboro, NH, specializing in fee-based portfolio management and financial planning services for clients in Maine, New Hampshire, Massachusetts, and Rhode Island. Their team is dedicated to providing client-centered support, ensuring that the financial interests of individuals and families are prioritized over sales quotas or investment products.
With a focus on comprehensive services, MHP Asset Management offers customized portfolio design, retirement planning assistance, and insurance consulting tailored to meet the specific needs of each client. Their commitment to clarity and education is reflected in their workshops and ongoing market insights, positioning them as a reliable resource for financial questions and guidance.
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