Our Company Story
Charter Oak Capital Management is a privately owned independent wealth management firm based in Portsmouth, New Hampshire, Kennebunk and Portland, Maine. We help our clients achieve success by identifying their goals and developing investment and financial planning strategies designed to achieve them.
Our Financial Planning Process
As a fiduciary, we place your interests before ours and work to develop a financial plan that will work for your unique goals and needs. We adhere to our “7 Promises” for every single one of our client relationships.