We follow a multi-step process to help you achieve your personal wealth and financial growth objectives. In an initial meeting we seek to understand your needs, concerns, and values and how they interact with your financial plan. We listen first. Listening allows us to more effectively understand your needs and develop a customized wealth plan that works for you.
We ask many probing questions and actively listen to evaluate your current situation. Knowing your personal goals and preferences allows us to be a trusted sounding board for many important decisions. We will jointly determine an Asset Allocation Strategy that balances risk and reward, and analyze other financial areas to highlight risks and opportunities.
We ask many probing questions and actively listen to evaluate your current situation. Knowing your personal goals and preferences allows us to be a trusted sounding board for many important decisions. We will jointly determine an Asset Allocation Strategy that balances risk and reward, and analyze other financial areas to highlight risks and opportunities.
Services
CMH Wealth is proud to serve over 100 families. We are conveniently located on the Seacoast of New Hampshire within 1 hour of Boston, Manchester, and Portland. Please Note: This presentation is not an offer or a solicitation to buy or sell securities. It may not be construed as investment advice and does not give investment recommendations.
CMH was founded by a team of professionals who have now worked together for over 15 years. Karen lends over three decades of experience to CMH Wealth Management. Prior to launching CMH Wealth Management, she served as Senior Vice President at US Trust, Bank of America Private Wealth Management.
In her role at US Trust, Karen was responsible for facilitating all aspects of financial planning and lending for individuals, families and business entities.Earlier in her career, Karen worked as a financial advisor with Advest, Inc. and was a Director at Fidelity Investments in the Institutional Tax-Exempt Retirement Plans division.
In her role at US Trust, Karen was responsible for facilitating all aspects of financial planning and lending for individuals, families and business entities.Earlier in her career, Karen worked as a financial advisor with Advest, Inc. and was a Director at Fidelity Investments in the Institutional Tax-Exempt Retirement Plans division.
CMH believes in a holistic approach to wealth management, integrating investment management and financial planning services. We offer trusted advice and guidance on the following related topics. CMH is dedicated to offering discretionary investment management and investment services to all of our clients.
At CMH we have partnered with a select group of resources and specialists for depth and quality infrastructure. This allows us to focus our time and energy on quality advice and services for our clients. Schwab holds custody of client assets and issues detailed monthly statements and annual tax reporting.
In the early 1970's, China and the United States seemed like an unlikely match. No formal communication or diplomatic ties had existed for 25 years. Henry Kissinger laid the groundwork for formal ties with a series of secret meetings in 1971. Richard Nixon then formally ended the public silence with a historic visit to China.
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