ONWARD
You've worked hard for your wealth. You've earned it. Now let it work for you and your family.
Investment products are not insured by the FDIC, are not deposits, and may lose value.
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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.
Connect TodayWelcome to Ledyard Wealth Management
A Message from Michael Hakoun
Team
Approach
Live Well
Planning
Roadmap
Personalized
Investment
Solutions
Fiduciary
& Trustee
Services
Private
Banking
Experience
Team
Approach
Live Well
Planning
Roadmap
Personalized
Investment
Solutions
Fiduciary
& Trustee
Services
Private
Banking
Experience
What sets us apart? The Ledyard advantage.
Our deep expertise distinguishes us. We foster collaboration and harness diverse perspectives to develop comprehensive solutions for you, ensuring every aspect of your plan is thoroughly addressed. You’ll benefit from how we leverage each team member’s strengths to achieve your overall success.
We sit alongside our clients, utilizing our expertise and technology, to help you understand the potential implications of your financial choices. This experience enables you to anticipate needs, set goals, simplify estate planning and avoid risks.
You will receive unbiased, personalized advice from us because we do not offer in-house investment products with financial incentives that may cloud the judgment of other firms. This allows us to select what we believe are best investments for you from the widest array of choices.
We specialize in working with families as a trustee or co-trustee to simplify the estate process and provide advice and guidance for all involved. We manage trusts nationwide and many of our clients benefit from the tax advantaged status of having a New Hampshire Trust by using Ledyard as a corporate trustee.
Enjoy the highest level of personalized service with your Private Banking team, who are experienced in all facets of banking. Your private banker will coordinate all the resources Ledyard has to offer and will provide professional guidance for you, your family and your business.
Personal and business banking relationships within the retail bank are subject to FDIC insurance coverage limits. Investment, tax and wealth management services offered by Ledyard Financial Advisors are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
If you'd like to learn more, book a complimentary call with Scott Coulter, SVP Chief Wealth Planning Officer, today.
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 individuals, families and institutions throughout the Dartmouth-Lake Sunapee and Concord Regions.
Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
Let’s talk about how Ledyard Bank can support your financial journey. Contact us or open an account today—it’s fast, easy, and all about you.
