Welcome to CMH Wealth Management, LLC
CMH Wealth Management is dedicated to wealth and investment management services for high net worth individuals, trusts and businesses. We are located in North Hampton, New Hampshire and are within 1 hour of Boston, Portland, and Manchester.
CMH was founded in 2009 by a cohesive team that has worked together for nine years with nearly six decades of combined experience. We invite you to learn more about our team.
We've complemented our core investment expertise with significant resources and specialists. These partnerships increase our efficiency to allow us to focus on our clients.
We recognize the importance of choosing the right independent investment advisor to manage your wealth and welcome the opportunity to demonstrate our investment discipline and financial services.
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Client Partnership
© Copyright 2010 “CMH Wealth Management, LLC”
- Money Management
- High Net Worth
- Fully Discretionary
- Seacoast NH
- Near Portsmouth NH
CMH Wealth Management holds a core belief that customized asset allocation strategies best blend the goals of both protecting and growing wealth for investors over time.
As an ‘independent’ investment advisor in MA and NH, we focus on choosing the most suitable investments for our clients without the hindrance of being locked into specific mutual fund groups or investment products.
Our fee is based only on Assets Under Management (AUM) which maintains our independence and objectivity.
Safety of assets held by financial institutions is a significant responsibility. All our client assets are held by a third party custodian. This separation of custodian and wealth manager provides an added layer of security for our investors.
"Our quantitative research identifies attractive relative security valuations. Our qualitative investment process validates the investment. We combine both processes to build a disciplined portfolio reflecting both value and growth opportunities."
~ Brian P Carolan, CFA, Chief Investment Officer
CMH Wealth Management, LLC is an Investment Advisor registered with the Securities & Exchange Commission(SEC).
Copyright 2011: CMH Wealth Management LLC. Investment Management Services. All Rights Reserved
155 Lafayette Road
3rd Floor, Suite 7
North Hampton, NH 03862
603-379-8161 | invest@CMHwealth.com
