About us
CMH Wealth is proud to serve over 100 families. We are conveniently located on the Seacoast of New Hampshire within 1 hour of Boston, Manchester, and Portland.
Our office on the beautiful Seacoast of New Hampshire – 100 Market Street, Portsmouth, NH.
CMH Wealth Management, LLC is dedicated to protecting and enhancing our client’s financial future. We are a team of wealth advisors who serve as fiduciaries, putting your interests first. Our goal is to partner with you, understand your goals, and create a personalized investment and financial plan for managing your wealth.
CMH Wealth was founded in 2009 by a dedicated group of private bank and investment management veterans. This background is reflected in our emphasis on the value of customized investment management, trusted financial advice, and an elevated service standard. As an independent firm, CMH is free to offer unbiased advice. We are not tied to any specific investment products and receive no fees or commissions for any securities or services that we recommend. Our team prides itself on providing independent, meaningful, and personalized advice.
At CMH Wealth we understand how important it is to pick the right independent investment advisor. Clients often come to us when they are navigating a period of transition. That can include the transition of a business, approaching retirement, changing jobs, or one of the many events that can impact a family. We welcome the opportunity to partner with you, developing a financial plan to navigate the next steps of your journey.
Trusted Advice to Help Protect and Enhance Your Financial Future
Our Core Beliefs
CMH Wealth Management holds a core belief that customized asset allocation strategies best blend the goals of both protecting and growing wealth for investors over time.
As an independent investment advisor, we focus on choosing the best and most suitable investments and service providers for our clients. We receive no fees or commissions for any recommended securities or services.
Our fee is based only on Asset Under Management (AUM). With no other fees accepted, we are able to maintain independence and objectivity, properly aligning our interests with the interests of our clients.
CMH Wealth believes in transparency, clarity, and full disclosure with our clients. As a Registered Investment Advisor, we file annual, public disclosures with the Securities and Exchange Commission (SEC). This includes the annual SEC Form ADV, which details our investment process and financial services.