The Exeter wealth management team provides:

Comprehensive Wealth Planning

Retirement Income Planning

Tax Planning Guidance

Risk Management

Employee Benefits

Employer Benefit Maximization

Charitable Giving Strategies


We believe it is important to have all your financial partners on the same page when it comes to your plan. We work hand in hand with your CPA, Attorney, Banker, P&C Agent to ensure that your plan is on track, continually updated, and cared for with all of life’s changes.