Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives.


As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful.

PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money.

KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing.

RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve.


As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

For more information, please visit http://www.charteroakcm.com.

Finance

Investment Management

Charter Oak Capital Management

Jeff Troiano

Morgan Mosher

Sue Ross - Wentworth

Jay Gallant

Christine Cote

Cathy Towle

The Client Support and Services team at Charter Oak Capital Management is dedicated to enhancing the client experience through proactive communication and personalized assistance. This team works closely with clients to understand their financial goals, provide timely updates on market developments, and ensure smooth operations. They uphold the firm's commitment to integrity and respect, fostering strong relationships while delivering exceptional service tailored to each client’s unique needs.

Client Support and Services

Financial Advisory Team

Client Support and Services

About

Team members

Other teams at Charter Oak Capital Management

Financial Advisory Team