Trust & Investment Services
Trust and Investment Services
Lake Sunapee Bank and it’s The Nashua Bank division offer trust and investment products through its affiliate, Charter Trust Company. Based in Concord, NH, Charter Trust Company provides the stability of a twenty-year relationship with Lake Sunapee Bank, a proven track record with our many clients, and the comfort of dealing with local on-site representatives who live and work in your own neighborhood.
Trust Services
- Chartered and regulated under New Hampshire banking laws, providing an extra element of security and integrity for our customers
- Each trust relationship established to achieve the objectives of a particular individual or family
- Provides professional Estate Planning, Financial Planning, Payment Services and Tax Planning
- Not a broker; fees are based on the market value of the accounts managed
- The firm’s reputation is built on individual customer service
- No fee for consultation with Charter Trust Company
Investment Services
- Chartered and regulated under New Hampshire banking laws, providing an extra element of security and integrity for our customers
- Each trust relationship established to achieve the objectives of a particular individual or family
- Provides professional Estate Planning, Financial Planning and Tax Planning
- Not a broker; fees are based on the market value of the accounts managed
- The firm’s reputation is built on individual customer service
- No fee for consultation with Charter Trust Company.
For more information, visit Charter Trust Company or consult with a Charter Trust Wealth Advisor - Cynthia A. Wentworth at (603) 369-7224.
| Charter Trust Company is a separate entity from Lake Sunapee Bank. The investment products offered by Charter Trust Company: 1) are not insured by FDIC or any federal government agency. 2) are not deposits or other obligations of the bank or guaranteed by the bank. 3) involve investment risks, including possible loss of principal amount invested. |
