At this Time of Year
At this time of year, our thoughts turn gratefully to those who have made our progress possible. During this season of reflection and goodwill we are grateful for the opportunity to pause and express our appreciation to clients like you and your family.
We wish you a holiday filled with the warmth of caring, the joy of togetherness, the love of friends and family, and our prayers for peace for those lost.
In the spirit of the holidays, whatever holiday you choose to celebrate, we wish you health, happiness and prosperity in the coming New Year.
Charter Oak Capital Management is a registered investment advisor that provides retirement planning, financial planning and fee-based investment portfolio management to individuals and non-profit organizations. Our offices are located in Portland and Kennebunk, Maine and Portsmouth, New Hampshire.