127 Washington Street
Keene, NH 03431
603-283-1058

Charter Trust Company

Charter Trust Company is affiliated with Savings Bank of Walpole and provides trust and investment management services for individuals, businesses and organizations through its office located at 127 Washington Street in Keene.

Charter Trust Company is a customer-driven investment management company, committed to helping its clients achieve their unique investment goals. Its investment management approach is based upon investing with a long-term perspective while focusing on high quality investments. Charter seeks to optimize income and growth given each client's needs, objectives and risk factors.

The Charter Trust Mission

To focus exclusively on personal trust and investment management services, to bring the utmost individual care and attention to the needs of its clients.

Charter Trust's success underscores how well it has fulfilled its commitment. In just over a decade, Charter Trust has grown to become New Hampshire's largest independent trust and investment management company.

More important, although Charter Trust has over $1.6 billion in assets under its care, it is in individual customer service that the firm has built its reputation, and individual service will continue to be its primary purpose.

Trust and Investment Management Services

Trust Management
Charter Trust Company acts as trustee of close to two thousand trusts. Each was established to achieve the objectives of a particular individual or family. A trust can be designed to do many things. It can provide for the care of assets during your lifetime or in the event of your disability. It can provide for a surviving spouse and children, reduce probate costs and/or estate taxes, or endow a favorite charity. You establish the objectives based on your needs and wishes.

Investment Management
Effective management of investments is a full time job for professionals. The Charter Trust investment staff is skilled, experienced and committed. While investment management is an integral part of trust management, Charter Trust manages many accounts that are not established as trusts including individuals, retirement plans and charitable funds.

Estate Planning
Before establishing a trust it is necessary to create an estate plan. Charter Trust officers will work with you and your attorney to establish a plan designed to achieve your personal, family and tax objectives.

Financial Planning
Investing without a carefully thought-out plan can be disastrous. Charter Trust begins with three basic ingredients: your current circumstances, your current resources and your future plans. A carefully constructed financial plan is like a good navigational chart to get you from point A to point B on the smoothest course possible.

Tax Planning Your real return on investments is what remains after taxes. Charter Trust works hard to minimize clients' tax obligations, but with a balanced approach.

Meet Your Charter Trust Representative

A brief get-acquainted meeting is the most efficient way to get an overview of Charter Trust. There is no charge or further obligation. We will listen to your needs from your perspective and formulate a plan. The goal of this initial informal session is to demonstrate how your hopes for building a secure financial future can be realized.

You need never lose control of your assets in any manner. There is never a fee for calling or consulting with Charter Trust and you may do so as often as you wish.

Your Charter Trust Representative, Kim Franklin is located at 127 Washington Street in Keene.

Non-deposit investment products, including insurance, are: