NHTrust

We had a great time at the Champions for Kids Breakfast hosted by the Boys & Girls Clubs of Central and Northern New Hampshire. It's an honor to return as Presenting Sponsor of an event that focuses on providing children in our community the power to grow and succeed. Supporting our youth is an investment we stand by!

We've been nominated, now we need your help being named "Best Financial Advisor" for the Concord Cappies and "Best Wealth Management" for Best of the 603!

Concord Cappies - vote once a day through 6/26:
🔗 theconcordinsider.com/cappies-2026/ #/gallery?group=545845

Best of the 603 - vote once a day through 6/24:
🔗 bestofthe603.com/vote/ #

We’re excited to share that Fabiana Pereira has been promoted to Assistant Vice President, Wealth and Financial Advisor. Her dedication to providing thoughtful advice and building meaningful relationships has contributed to our team’s achievements and client success.

Learn more about Fabiana:
🔗 nhtrust.com/fabiana-pereira-promoted-to-avp-at-nhtrust-wealth-management-and-financial-advisors/

Review meetings aren’t just about checking the numbers. They’re a chance to assess whether your financial goals still align with your current situation and your future aspirations.

Learn more about why these meetings matter:
🔗 nhtrust.com/what-were-really-reviewing-in-your-review-meeting/

What We’re Really Reviewing in Your Review Meeting - NHTrust When we sit down for a review meeting, it can be easy to assume the focus is only on performance. While performance is important, it’s just one piece of a much bigger picture.

Congratulations to Toni Ciampaglione, SVP Senior Wealth Advisor, on celebrating 5 years with NHTrust! Her dedication and expertise has been a key part of our clients' success over the years.

Markets shift. Headlines change. Trends come and go. That’s why diversification still matters! At NHTrust, we focus on creating portfolios designed to handle uncertainty and protect your wealth over time.

Find out more:
🔗 nhtrust.com/heres-to-your-wealth-why-diversification-still-matters/

We're honored to be nominated as Greater Concord's "Best Financial Advisor"! Your support can help us advance to the next round of the Cappies.

You can vote once a day through May 30th.
🔗 theconcordinsider.com/cappies-2026/ #/gallery?group=545845

We're sliding into spring! Joshua Bordis tagged along with our affiliate, Meredith Village Savings Bank, to represent NHTrust at a check presentation for Meeting Place Apartments in Exeter. The $8,000 contribution will help fund upgrades to the community playground!

📷 Meredith Village Savings Bank

A trust goes beyond simply listing how assets are divided. It lets you define the timing and conditions for transferring assets to ensure your wishes are carried out. This helps avoid confusion, delays or family disagreements.

Learn more about how thoughtful estate planning can make a difference:
🔗 nhtrust.com/what-can-i-say-in-my-trust-anyway/

What Can I Say in My Trust, Anyway? - NHTrust Think of a trust as more than just a legal document—it’s a set of written instructions for how your assets should be managed and distributed.

Scams are getting harder to spot and more convincing than ever. Recognizing the red flags and how to respond is essential to protecting your financial well-being.

Stay a step ahead:
🔗 nhtrust.com/heres-to-your-wealth-protecting-your-financial-health-in-a-world-of-smarter-scams/

Here's to Your Wealth: Protecting Your Financial Health in a World of Smarter Scams - NHTrust Most people believe scams happen to someone else, often because they imagine them as obvious or unsophisticated. In reality, today’s scams are becoming far more targeted, more convincing, and harder to recognize.