Welcome to SBW Wealth Management

To our valued clients:

As your trusted financial advisors here at NHTrust* and SBW Wealth Management, I hope you know that we are always happy to meet with you personally.

However, in light of Governor Sununu’s Stay-At-Home Order, client meetings are now being held via telephone or web conference only until further notice.

Rest assured that although our offices are physically closed to the public for the time being, we are indeed “open for business” – and you still have access to your trusted financial advisors.

Of course you are also welcome to use our website as a gateway to log in to view your Infinex Investment accounts. If you need assistance – or if you simply want help setting up a discussion with your financial advisor Kevin Beauregard -- just give Samantha Monson a call during normal business hours at 603-355-1674.

It should go without saying that we will continue to closely monitor the COVID-19 situation and will re-evaluate as necessary. So stay tuned -- and stay healthy! For additional information about COVID-19, I invite you to visit www.cdc.gov

We applaud the Governor’s action, as together we do everything possible to stem the spread of the COVID-19 virus and put this difficult situation behind us as quickly as possible.

Until then, thank you for your understanding and for the confidence you have placed in our firm.

Sincerely,

Paul M Provost

Paul Provost

President

 

*Effective 1/1/2020, MillRiver Wealth Management, The New Hampshire Trust Company and SBW Wealth Management became NH Trust

 

 

SBW Wealth Management is a full-service financial services provider, committed to working with you to meet your investment goals, help you meet your retirement objectives and work alongside you to provide advice in many facets of your financial planning. Importantly, our financial services division has been built on the same values of integrity, trust and community service that you have come to expect from Savings Bank of Walpole – as well as our shared commitment to only provide access to products that are in our clients’ best interests.

LIFE EVENTS

Let us help you learn, plan, and build a healthier financial future. Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.