A Fee-based investment advisory firm for asset and wealth management located in North Conway, New Hampshire.

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Investment Services

Are you on the right path? Not sure? Come in and lets look at what you have and see what we can do to suit your needs.

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Active Money Management

Whether it is a particular company, service, or product, an active money manager is able to identify, research, and invest in stocks that best fit your risk/reward profiles while identifying low risk entry points.

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Real Estate Investing

Leverage is a very powerful tool when purchasing real estate. However, there are unique requirements when using a self directed IRA and leverage.