Charter Oak Capital Management Expands Partner Team

Sarah Serling, JD, CFP® Promoted to Partner and Senior Financial Advisor 

PORTSMOUTH, N.H., Jan. 31, 2022 – Charter Oak Capital Management, a wealth management firm dedicated to bringing independent advice to New England’s top earners, is pleased to announce the promotion of Sarah Serling, JD, CFP® to Partner and Senior Financial Advisor, effective January 1, 2022. 

 

“Sarah has demonstrated her ability to serve as Senior Financial Advisor and to be part of the continued growth of Charter Oak as a whole. We are excited to have Sarah’s voice, energy and expertise on the Charter Oak partnership team as we work together on the long-term direction of the firm and its growth,” said Jeffrey Troiano, Charter Oak’s Founder and Managing Partner. 

 

Charter Oak’s team of financial advisors are fiduciaries who help clients make smart financial and life decisions through detailed financial planning, investment management and financial guidance. Charter Oak advisors set themselves apart by being their client’s biggest financial advocate, goal seeker and financial life coordinator. 

 

Sarah joined Charter Oak in November 2015 and has supported the firm’s growth and success from day one. “Putting clients first and focusing on their whole picture and unique goals has always been my top priority as a financial advisor,” said Sarah. “Charter Oak’s culture consistently aligns with those priorities. It is an honor to join the partnership team and be part of carrying out our mission in years to come.” 

 

To learn more about Sarah, click here.

 

About Charter Oak Capital Management 

For nearly 30 years, Charter Oak has supported the wealth management needs of New England’s top earners. With offices in Portsmouth, NH, Kennebunk and Portland, ME, the firm has 5 partners and 17 employees, and currently manages more than $1b in assets.