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Celebrating 25 years

Wealth Management

You've worked hard for your wealth. You've earned it. Now let it work for you and your family.

That's where Ledyard Financial Advisors comes in. We help you plan well so you can live well. With clients in most U.S. states and several foreign countries, we're a trusted, premier asset management firm providing integrated investment, tax, banking and wealth management services, and we're here to help you on your journey to financial flexibility.

As a locally-owned and managed firm, our experts offer a personalized level of investment and wealth management services you won't find at large institutions. To us, there's only one wealth management strategy that's right: Yours.

 
 

 

Ledyard Advantage

At Ledyard Financial Advisors, our sole mission is to preserve and enhance your wealth. Our approach to providing investment, tax and wealth management services is driven by your needs, and the needs of your family. We take the time to understand your unique situation first, then we develop a comprehensive program to meet those needs.

What sets us apart is that we maintain ongoing Client and Investment Advisory Boards comprised of individuals with outstanding experience to provide us forums for evaluation and ideas — something that’s rarely found in wealth management firms of any size. Meanwhile, our technology and research capabilities provide us the same level of access to markets, analysts and information as the major Wall Street firms. And unlike with transaction-based advisors, our fees are based upon the size of our relationship with you. Which means our only interest is growing your wealth.

When you put your trust in us, you get all that, plus the peace of mind of knowing we’re a fiduciary that adheres to standards of loyalty and are duty-bound to consider your interests first. Regular internal and external audits ensure the highest levels of accountability and trust, so you can breathe easy knowing your wealth is in good hands.

 

 

 

Heritage

Ledyard’s Investment and Trust Services Division was established in 1994 and was designed to provide investment management, trust and custody services. Today, guided by the area’s largest and most experienced staff of advisors, accountants and portfolio managers, Ledyard Financial Advisors serves affluent individuals, families and institutions throughout the Dartmouth-Lake Sunapee and Concord Regions.

Wealth Management

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