Based out of Manchester, NH, our nationally recognized wealth management team serves clients across the United States through the many phases of their personal and professional lives. Each client brings a unique story and distinct financial journey—whether they are business owners weighing major decisions, current and former executives actively working or enjoying retirement or individuals with inherited wealth.
We understand that “wealth” encompasses far more than numbers on a balance sheet. Life’s milestones often come with complex financial decisions, whether it be navigating a loss, celebrating a marriage, managing a business transition, or preparing for retirement. We approach each client’s journey with empathy, experience and an unwavering commitment to helping them make informed decisions that shape their lives and legacies. Education is a fundamental cornerstone to our practice. We are honored to support multiple generations in our client families as they build their financial knowledge and become capable stewards of their wealth.
* Sean Doyle has earned national recognition from Forbes as the top Financial Advisor in New Hampshire in its “Best In-State Wealth Advisors” list for 2018 and 2024. Forbes recognized Sean as one of the top Financial Advisors in New Hampshire for 2019-2024 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year). Barron’s recognized Sean from 2016 - 2024 on the Barron's “America’s Top 1,200 Financial Advisors: State by State.” list(*Published annually in March. Rankings based on data as of September 30 of prior year). Please see his bio for more detail.
We are a planning-based team, grounding our work in a detailed analysis of your circumstances. We believe strongly in the value of designing—and executing—a customized plan for you and your family. Our team has holds professional designations that attest to this emphasis:
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Rachael Doyle is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
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Sean Doyle holds the Chartered Retirement Planning Counselor (CRPC™)designation, the Certified Plan Fiduciary Advisor (CPFA™) designation and the Certified Divorce Finance Analyst®certificate.
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David Salzberg has earned the Certified Plan Fiduciary Advisor (CPFA™) and the Certified Private Wealth Advisor (CPWA™) Designations
Skilled listeners, we begin each relationship by learning about your unique background, preferences, goals, and aspirations. We then craft a long-term strategic plan that pinpoints your objectives and lays out a clear path to pursue those aims. Planning is not an end to itself, of course. We pride ourselves on our implementation. We've structured our team with clear roles and responsibilities; each of us is committed to helping you make steady and resolute progress toward meaningful milestones. Together, we leverage our collective strengths and talents to help you streamline complexity, resolve uncertainty, and restore precious free time so that you focus on the passions and pursuits you most value.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
