Everything You Need for a More Secure Tomorrow
MillRiver Wealth Management is thinking about your future…
…how you can enjoy your retirement.
…how to help you match your income and your expenses.
…how you can save to pay for college.
…how to preserve your assets.
Our staff listens carefully to both your concerns and financial objectives and then, with your specific needs in mind, creates customized investment portfolios crafted to ensure that your goals are attained. We design portfolios to achieve your goals and, at the same time, we strive to manage the risk associated with the particular investment strategy developed to meet those goals.
When you have general concerns about the future or specific questions about how to prepare for upcoming changes in your life, call or stop by and see the MillRiver Wealth Management Team. Our goal is to always listen and to help you look forward by working with you to create, implement and monitor a financial plan.
Our team has been working to help individuals and families plan wisely for the future. They offer sound financial strategies that include:
- Fee-Based Managed Money
- Mutual Funds
- Retirement Plans
- SIMPLE Plans
- Education Planning Including 529 Plans
- Estate Planning
- Brokerage Accounts
- Long-Term Care Insurance
- Life Insurance
Please note: MillRiver provides estate planning services through our State of New Hampshire trust charter while Infinex does not provide estate planning.
Why should you trust the MillRiver Wealth Management Team with your money? We have more than two decades of experience helping people plan for their financial future. We understand how critical it is to build trust – and we know you expect personal attention.
Effective May 11, 2018, new rules under the Bank Secrecy Act require financial institutions to collect identifying information for the following individuals EACH time an account is opened or renewed for certain business customers:
- Each individual that has 25 percent or more of the equity interest in the business; and
- One individual that has the authority to exercise control of the legal entity, such as a CEO, executive officer or treasurer.
If you are opening an account on behalf of a business, you may be required to provide the appropriate documentation and to certify that this information is true and accurate to the best of your knowledge. Click here for more information or for a copy of our Beneficial Owner Certification Form.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|
Meeting with MillRiver Wealth Management Team is without obligation or cost.
MillRiver Wealth Management is a trade name of MillRiver Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and MillRiver Trust Company are not affiliated.