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46 South Main Street, Suite 5, Concord, NH 03301

603-296-0063
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About Globe Wealth Management

Going Beyond As Your Partner in Planning and Legacy Building

With our team of Certified Financial Planner Professionals® leading our approach and exceptional service, we take a holistic view of life goals and wealth. Our firm is driven to create genuine connections with our clients because it takes knowing someone to create a financial plan aligned with their goals. Our clients know that when they work with us, their financial lives are organized, and they are primed to pursue their goals and find choices through financial independence.

Gain Clarity Around Your Finances with a 360 Review

We combine your unique situation and goals with comprehensive strategies, knowledgeable recommendations, and the right planning tools to accomplish what you want.

Independent Solutions for Your Life's Vision

As an independent firm, we customize your financial plan and investment options for you. We do not have to worry about shareholders or corporate earnings; we only worry about you. We look at several different factors and show options that have varying levels of risk, cost, liquidity and benefits so you get to choose what you are most comfortable with.

Proudly Supporting and Serving Our Community

Our team is committed to our community and the diversity of the members that live within it. We’re grateful for the opportunities we’ve had and will continue to have to actively support and participate in the community we love. Check out our community page to learn more about what we’ve done and to get updates about any upcoming events!

Building Trust and Support with Solid Values

Our core values are the foundations of our firm, impacting how we build relationships with and support you.

An Exceptional Experience

We provide service that’s intuitive and experienced. This includes everything from ensuring there’s a person to pick up the phone when you call to putting the experience of our entire team behind your goals.

CFP® Credentials & Planning

As CFP® professionals, we manage more than your portfolio. We listen closely to your needs and apply our experience to determine how we can provide value and help you feel confident in your portfolio.

Genuine Connections

We’re more than a broker; we’re a part of your team. When you work with Globe Wealth, you get a deep connection with a financial partner who truly understands your goals and desires in business and in life.

Simplifying the Complex

We look at the big picture to simplify and organize everything that affects your finances. With this understanding, we can take a proactive approach to anticipate your needs and protect your family and future.

Coordinating Your Team of Professionals

At Globe Wealth Management, we understand the importance of a cohesive financial strategy that encompasses all aspects of your financial life. To achieve this, we coordinate seamlessly with your team of professionals. By facilitating open communication and integrated planning, we provide a comprehensive and unified strategy to help you reach your goals.

Our Advisors Prioritize Connection and Advise With Purpose

Our team offers decades of industry expertise, guiding clients through every aspect of financial management and beyond.

Meet Our Team

Working Together with Globe Wealth Management

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Who We Work With

Every client has distinct needs and goals. Our team connects with you to provide personalized financial guidance.

How Can We Help You

Our Approach

We manage more than your portfolio—we listen closely to your needs and apply our experience to give you value.

Our Approach

Our Team

Our highly skilled and experienced team is here to guide you confidently, and ethically, through your whole financial journey.

Meet The Team