Charter Trust Co.

Specialties

Charter Trust Company is a privately held wealth management firm headquartered in Concord NH. Working confidentially with individuals and families to create, manage and preserve wealth, the company manages over $ 1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries.

We work with our clients on:

Investment Management

Trust Services

Estate Planning

Charitable Planning

Financial Planning

Retirement Planning

Tax Planning

Family Office Services

History

Established in 1984.

Charter Trust Company was formed as a New Hampshire Trust Company, chartered by the State of New Hampshire Banking Department. Charter Trust is the largest, locally owned, investment management company in Northern New England. Charter Trust is owned by a partnership of two New Hampshire banks — Lake Sunapee Bank and Meredith Village Savings Bank. Additionally, Charter Trust maintains relationships with several community banks throughout New Hampshire, Maine, and Vermont. Charter Trust deals primarily with clients in the Northern New England area, but has clients throughout the United States and abroad.

Meet the Manager

Kim F.

Manager

Kim Franklin is a Vice President and Wealth Advisor at Charter Trust Company. She joined the firm in 2004 and is based in our Peterborough NH office.

Ms. Franklin holds a Bachelor of Science degree in Business Management with a minor in Sociology from Keene State College. While attending Keene State College, she served as Co-​President for The Society for Advancement of Management.

Ms. Franklin successfully completed the courses of study for the American Bankers Association Trust Administration Level I, II & III with emphasis in Taxation and Estate Planning, Trust Administration and Investment Management. She is a member of Leadership Monadnock Class of 2007, and the Advisory Council at Cedarcrest. She is also a member of the Cheshire Health Foundation Advisory Board. She is also a 2011 recipient of the NH Five Star Wealth Manager award.

Ms. Franklin has worked as an office and financial manager since 1996.