Financial Advisors in PORTSMOUTH, NEW HAMPSHIRE

Portsmouth, NH

EP Wealth's Portsmouth office offers bespoke financial planning and investment management services in one of New Hampshire's most vibrant communities. Our Portsmouth team is committed to understanding your individual financial goals, and offers personalized advice tailored to your wealth management needs. Whether you're interested in retirement planning, investment management, or tax planning, we're ready to help you plan your future.

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CLIENT SUPPORT TEAM

Eileen Guerin
Client Relationship Associate

Tanya Vecchi
Client Relationship Manager

Geniffer Takacs, CFA
Director of Portfolio Management

Jaymz McStowe, CFP®
Senior Financial Planner

Contact Our Portsmouth Financial Advisors

Our Portsmouth office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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