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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 03755

Out of 400,000+ nationwide

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Razvan M

Series 65, Series 66

Hanover, NH

Mirica Wealth

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Carl B

CFP®, Series 63, Series 65, Series 66

White River Junction, VT

Fenwick Investments, LLC

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Michael T

Series 63, Series 65

Hanover, NH

Michael D. Taxman Investment Management

Passive / index investing Wealth management
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Bryan M

Series 65

West Lebanon, NH

Round Table Investment Management, LLC

Active portfolio management Income planning
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Sarah G

Series 65

Lyme, NH

FULLA Financial Planning

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies General tax planning
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Sally B

CFP®, ChFC®

Hanover, NH

SJ Boyle Wealth Planning, LLC

We help you write your own Smart Plan. A Smart Plan is your ongoing work in progress to get you where you want to go financially. We want to be your partner to make the job easier and more efficient. We will help develop your Smart Plan, coordinate it with your other advisors, and assure that it stays on track. We’re not afraid to challenge conventional wisdom about investing and preserving wealth. We utilize all available resources in pursuit of your goals with confidence and calm. At the end of the day, this effort is committed to you. It's about planning your voyage with purpose and intent, charting a course for an enviable outcome.

General retirement planning Divorced Women Women's Finance Baby Boomers (Born 1946-1964)
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Leif D

CFP®, Series 65

Hanover, NH

Wadsworth & Daulaire Financial Planners

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy
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Jeffrey H

CFA®

Hanover, NH

JMH Wealth Management, LLC

Wealth management
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Stephanie Y

Series 65

Hanover, NH

Wadsworth & Daulaire Financial Planners

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy
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Susan G

CFP®

Norwich, VT

Otto & Associates, Inc.

Private / alternative investments Cash flow / budgeting General tax planning General retirement planning
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