Family Office
Charter Trust Company
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. We are singularly focused on achieving your financial goals and work every day to earn your trust. Our clients have…
Headquarters
Concord, NH, USA
Website
www.chartertrust.comDecision-makers
Deanna Wilson
SVP & Wealth Manager
Kathryn Woodfin
Director of Wealth Services
Douglas Tengdin
Chief Investment Officer
Maureen Kimball
VP & Wealth Manager
questions@chartertrust.com
Joseph Pratt
President & CEO
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