Financial advisor · Portsmouth, NH
Capital Design Private Wealth
Private wealth management for individuals and families
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Independent investment management and financial planning since 197804101 Portsmouth One Harbour Place Suite 390, Portsmouth, NH
R.M. Davis is an independent wealth management and investment advisory firm founded in 1978. The firm offers investment management, trustee services, estate and tax strategies, retirement planning, Social Security and Medicare planning, education funding, gift planning, and risk management. Its advisors work with individuals and families on decisions that span retirement, legacy, and intergenerational wealth transfer.
The firm says it does not sell commission-based products, and advice is meant to be unbiased and tailored to each client. Clients start by calling or emailing to set up a meeting with an advisor, or by filling out the contact form on the website. R.M. Davis has offices in Portland, Maine and Portsmouth, New Hampshire, with the Portsmouth office at One Harbour Place.
Private wealth management for individuals and families
Fixed-fee retirement income planning and investment management
Fee-only investment management and financial planning on the Seacoast
Listing your business here is free. Featured is $49 a month: