Wealth Management

Living well is more than material achievement. It’s flexibility. It’s the unending capacity to choose - where you work, where you live and how you spend your time. It’s security. It’s the ability to weather any storm - the calmness of confidence. Living well is nurturing your individual values and fully experiencing all that matters to you. At Ledyard Financial Advisors, we help you plan well so that you can live well.

Ledyard Financial Advisors is the premier asset management firm providing integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley and Lake Sunapee Region. In addition to our strong local presence and commitment to community, we are proud to serve clients across 29 states and 5 foreign countries.

As a locally owned and managed firm, we provide a level of individualized investment and wealth management service you won’t find at large institutions. Our certified investment managers, analysts, accountants, advisors and attorneys are able to offer our clients a unique combination of expert advice, leading-edge investment solutions and personal attention.


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.