Wealth Management at the Merrimack is a team of experienced financial advisors working in the spirit of community banking at Merrimack County Savings Bank. Supported by the bank’s strong reputation and values since its founding in 1867, Wealth Management at the Merrimack has a simple operating principle: Always put the clients’ interests first.
We believe the art of Wealth Management requires an engaged, professional partnership focused on each client’s particular goals and objectives. All clients of Wealth Management at the Merrimack experience exceptional service and easy to understand advice delivered in face-to-face interactions at their most convenient location. Our Advisors help clients in all stages of life to understand important financial matters and to meet their financial goals. Operating as a team, we take advantage of our various areas of expertise and work to coordinate the resources of the clients’ other Advisors.
Our team brings more than one hundred years of experience in helping clients to manage their assets and meet their goals. We strive to deliver consistency in investment results, customer service and the client experience. Central to this integrated team approach is that all team members act with integrity and build trust over the long-term.
We help clients to plan well so that they can live well.