An experienced and committed team

With over 25 combined years in the financial services industry, our Group brings a holistic approach to wealth management. We  manage clients goals and ambitions through comprehensive financial planning. We particularly focus on the income, estate planning, and gifting strategies for clients.

David Desaulniers

Senior Vice President–Wealth Management

Financial Advisor

B.S. Business Administration, University of New Hampshire, 2016

Eagle Scout

Head of the Charles Gold Medalist

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • RI
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • University of New Hampshire, B.S. Business Administration
1155 Elm Street
Suite 501
Manchester, NH 03101

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George Desaulniers

Vice President–Wealth Management

Financial Advisor

Wealth Advisor, CFP

Vice President - Wealth Management

Rhode Island Native

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • RI
  • VA
  • VT
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
10 Park Street
Concord, NH 03301

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