Named a Five Star Wealth Manager 2012-2018*
Beth works with people who want to make smart choices with their money in a way that will allow them to work towards their financial goals. It is important to her that they experience the independence that comes when she lays out a financial blueprint that strives to meet their needs and expectations. Primary to establishing a relationship is listening to what her clients are saying; Beth hears what their goals are for their financial future and studies their comfort level when it comes to investing and risk management.
Beth also believes in ongoing relationships with her clients, and knows how important it is to keep a careful eye on any financial plan and on the changing goals and needs of her clients.
Beth has been associated with Northeast Planning Associates, Inc. (NPA) for 25 years, providing current solutions to issues that concern clients. She holds her Series 6, Series 7 and Series 66 registrations with LPL Financial, which allows her to offer her clients an array of investment opportunities.
Beth’s experience combines academic study with practical experience. She has her Bachelor’s degree in business from the University of New Hampshire, and began her career with NPA soon after graduating. Beth regularly speaks at Retirement and Estate Planning seminars, and has also lectured at New England College on investments and financial planning.
Beth’s community involvement includes being actively involved in the Manchester Chapter of Business Networking International (BNI), along with volunteering with local youth sports teams.
A life-long resident of Manchester, Beth lives with her husband, Greg, and their two sons, Michael and Ryan.
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager, nor should it be inferred that the responses used from the survey represent the experience of any clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. This award does not evaluate the quality of service provided, and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. 955 New Hampshire area wealth managers were considered for the award; 74 (8 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 739 considered, 89 winners; 2016: 666 considered, 158 winners; 2015: 853 considered, 166 winners; 2014: 1,045 considered, 189 winners; 2013: 1,049 considered, 204 winners; 2012: 743 considered, 170 winners. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.