Welcome To
CMH Wealth Management
Trusted Advice to Help Protect and Grow your Financial Future
Brian
Carolan
CFA®
Portfolio Manager
Kristen
Hanley
.
Portfolio Manager
Karen
McCloskey
CFP®, CPWA®
Wealth Advisor
John
Fredette
CFA®
Portfolio Manager
Thomas
Burleigh
CFP®
Wealth Advisor
Our Wealth Management Process
We follow a multi-step, continual process to help you achieve your personal wealth and financial growth objectives
Meet
In an initial meeting we seek to understand your needs and values around your financial future
Listen
We listen first. Listening allows us to more effectively understand and develop a customized wealth solution that works for you. We ask many probing questions, listen actively, and evaluate your current situation.
Advise
Knowing your personal goals and preferences allows us to be a trusted sounding board for many personal financial decisions including creating an Asset Allocation Strategy that balances risk and reward
Implement
After we have an approved plan of action, we will then, with full discretionary authority, implement your personal financial strategy. Implementation includes setting expectations, communicating timeframe to invest, and executing your investment strategy.
Communicate
We review and monitor portfolios continuously and communicate regularly on progress and performance.
Our Services
At CMH, alongside our core investment management services, we also offer trusted advice and guidance on many other related topics.
Learn more about what CMH Wealth can do for you. Click below to view our complete list of services
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Investments
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Estate Planning Review
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Risk Management Review
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Retirement Income and Planning
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Family Transitions
We’re Here For You
Get in Touch with us at Any Time
(603) 379-8161