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Charter Oak Capital Management


Your local Fiduciary

Nurturing You & Your Wealth 


Come experience the difference a local FIDUCIARY makes

Portsmouth, NH   |   Kennebunk, ME   |   Portland, ME

(800) 646-5720


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Who we are and how we help

We help clients make smart decisions with their money, through detailed planning, investing, and guidance.  We are fiduciaries.

You have spent years saving, strategizing and building your family’s wealth. That’s why we view your financial position as a living, growing piece of who you are.  We want to make sure your wealth remains protected, nurtured, and carefully monitored - that is what we do.

See our People


Charter Oak Capital Management Is

IndependentFiduciaryFee-Only

We are a wealth management firm dedicated to bringing
independent advice to New England’s top earners.

Call us at (800) 646-5720

Click here and we will contact you