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Nurturing You & Your Wealth

Today, Tomorrow And Through Retirement


Come experience the difference local makes



Portsmouth, NH | Kennebunk, ME | Portland, ME

(800)646-5720




Who we are and how we help

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

You have spent years and decades saving, strategizing and building your family’s wealth. That’s why we view your financial picture as a living, growing piece of who you are. As you transition away from work, we want to make sure your wealth remains protected, nurtured, and carefully watched - that is what we do.

See our People


Charter Oak Capital Management Is

IndependentFiduciaryFee-Only


We're a Wealth Management Firm Dedicated To Bringing
Unbiased Advice To New England’s Top Earners.

Call us (800)646-5720

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