NH · Walpole

Fiduciary advisors in Walpole, NH

1 advisor with offices in Walpole. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Walpole

CHS Wealth Management & CPAs LLC

★4.0(12)

Walpole, New Hampshire

CPA

Investment Management Wealth Management

CHS Wealth Management & CPAs LLC is a Walpole, New Hampshire firm offering investment management, wealth management, accounting, and tax services to business owners, executives, and independent professionals. Founded by Catherine Harris, a CFP and CPA, the firm combines investment advisory with comprehensive tax and accounting expertise, supported by a team that includes CPAs, a CMA, and accounting professionals with decades of combined experience. Services span portfolio management, financial and retirement planning, business consulting, estate planning, audits, and business and personal taxation.

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Financial advisors in Walpole, New Hampshire

Advisors serving Walpole specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New Hampshire's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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