Chadwick & D'Ammato - Financial Planning Consultants
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Chadwick & D'Amato, LLC (C&D) is a Registered Investment Advisor providing comprehensive fee-only financial planning and investment management services to individuals, businesses and municipalities. C&D is registered with the U.S. Securities and Exchange Commission (SEC File #80162604), and serves clients throughout NH, VT and MA, and those states in which it is exempt from registering. We are located at 224 Main Street in beautiful downtown New London, New Hampshire and offer a wide array of financial planning services (see box at right).

Our services are task and action oriented, based on the ongoing management of a proprietary approach to financial consulting. Our job is to improve the financial condition of each client based on his or her specific situation and individual needs. We achieve this goal through a variety of practices, such as:

A fee-only consulting approach to financial planning services. We do not receive commissions or "soft" money from any source (i.e. income is derived solely from clients, resulting in completely unbiased, objective advice)

An inherent commitment to client service through formal semi-annual or annual review meetings. We remain available on a continuous basis by telephone or email, and frequently provide feedback and recommendations to clients based on an internal review of their accounts

A practical yet dynamic investment process utilizing modern portfolio theory, business cycle analysis and macroeconomic factors. A result of this approach is the development of a system that captures investment gains, manages downside risk, and controls/limits costs

A dedication to quality by limiting the number of clients receiving continuous management and ongoing consulting services. We do not have, or plan to have, employees. Each call, e-mail and meeting will be handled by a Principal of the firm


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Financial Planning and Advisory Services

Comprehensive financial plans with investment policy statements

Balance sheet management

Cash management & budgeting

Investment & asset management

Asset allocation & investment performance analysis
Planning & investing for educational expenditures
Income tax reduction strategies
Financial projections & insurance needs analysis
Trust & estate planning
Asset protection guidelines
Gifting strategies related to family & charity
Retirement planning for business owners
Business planning for small business owners
Employee benefits & qualified retirement plans
 


Chadwick & D'Amato, LLC
2005-2009 Chadwick & D'Amato, LLC - all rights reserved

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224 Main Street • PO Box 1978 • New London, NH 03257
fax: 603-526-8639

Thomas M. Chadwick, CFP®
603-526-2409 • tom@chadwick-damato.com

Anthony J. D'Amato, CFP®
603-526-2407 • tony@chadwick-damato.com