Welcome To

CMH Wealth Management

Trusted Advice to Help Protect and Enhance your Financial Future

Brian Carolan, CFA, Chief Investment Officer

Brian

Carolan

CFA®

Portfolio Manager

Kristen Hanley, Portfolio Manager

Kristen

Hanley

.

Portfolio Manager

Karen McCloskey, CFP, CPWA, Wealth Advisor

Karen

McCloskey

CFP®, CPWA®

Wealth Advisor

John Fredette, CFA, Portfolio Manager

John

Fredette

CFA®

Portfolio Manager

Tom Burleigh, CFP, Wealth Manager

Thomas

Burleigh

CFP®

Wealth Advisor

Meet The Rest of Our Team

Our Wealth Management Process

We follow a multi-step process to help you achieve your personal wealth and financial growth objectives

I

Meet

In an initial meeting we seek to understand your needs, concerns, and values and how they interact with your financial plan.

II

Listen

We listen first. Listening allows us to more effectively understand your needs and develop a customized wealth plan that works for you. We ask many probing questions and actively listen to evaluate your current situation.

III

Advise

Knowing your personal goals and preferences allows us to be a trusted sounding board for many important decisions. We will jointly determine an Asset Allocation Strategy that balances risk and reward, and analyze other financial areas to highlight risks and opportunities.

IV

Implement

After we agree on a plan of action, we will establish a time frame for implementation. Your investment strategy will be implemented with full discretionary authority. We will look to set expectations, communicate progress, and execute on your plan.

V

Communicate

We continuously review and monitor client portfolios and communicate regularly on progress and performance. Other components of the financial plan will be reviewed and updated as your needs and circumstances change.

Our Services

Alongside our core investment management services, we offer trusted advice and guidance on many other related planning topics.

To learn more about how CMH Wealth can work for you, see our complete list of services

  • Investments

  • Estate Planning Review

  • Risk Analysis

  • Retirement Income and Planning

  • Family and Business Transitions

View Our Services

We’re Here For You

Get in touch with us at any time

(603) 379-8161