Who We Serve and What We Do Best
By Measured Wealth Private Client Group
Financial planning isn’t just about the numbers, it’s about your life. But it can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances. At Measured Wealth Private Client Group, we understand this challenge, and our priority is to help you manage your finances and take action to pursue your financial goals. Our mission is to inspire our clients to make informed decisions through education, communication, and service that exceeds their expectations. Here’s how we can best serve you.
Who We Serve
While we serve a variety of clients, we have customized our services to specifically help those who are in the pre-retiree and retiree stage of life. These clients benefit from working with us because we understand how to balance the risk-vs.-reward principle and can expertly advise our clients on the process of moving from wealth accumulation to the distribution phase of their financial life. We meet our clients where they’re at and guide them through this important transition period in their lives.
We also specialize in working with small-business owners and non-profit organizations, helping manage their endowments. We have extensive experience working with institutions and organizations and can support them with strategies designed to help protect and grow their assets over time.
How We Help
When it comes to managing your wealth and investments, there is no one-size-fits-all approach. Every individual, family, organization, and institution is unique; therefore, your financial plan must be tailored to your specific needs and goals. In the more than 20 years we’ve been serving clients, we’ve learned what works best and utilize that knowledge to customize our approach to managing each client’s plan.
From wealth and investment management to financial and estate planning, we help align your wealth with your financial goals. We start by having a conversation with each client about their goals then develop a plan to meet those goals. We then implement that plan and manage it over time, keeping in contact with the client along the way.
What Makes Us Unique
We realize there are many options when it comes to choosing a financial advisor to work with, which is why we make it a priority to partner with our clients throughout their financial journey. We don’t just create a plan and implement it for you, we empower you toward financial independence. We value our clients’ input as much as we strive to provide value to their lives.
We do this in three specific ways:
- Team approach: When you partner with us, you get the services, knowledge, and expertise of an entire firm, not just one individual. Each team member brings different skill sets to a client’s portfolio.
- Proactive service model: We reach out to clients proactively to discuss distributions, account reviews, and updates.
- Strong continuity: While our clients enjoy the benefit of working with a team of advisors and account managers, they only have one point of contact. This simplifies communication with the client, but we all work together to understand what is going on with a client’s account. We also work with strategic partners to help with specific legal and tax matters.
Experience the Difference
Whether you have significant assets to manage or you’re just starting to accumulate wealth, you need a financial foundation that sets you up for success. If you are ready to partner with a team that is passionate about helping you pursue the financial future you’ve only dreamed about, call our office at 603-431-1444 or visit our Measured Wealth Private Client Group website to set up a complimentary consultation. We look forward to hearing from you!
About Edward Benway
Edward Benway is founder and president of Measured Wealth Private Client Group, a financial firm dedicated to exceeding expectations and providing integrity and uncompromising quality to help each client pursue their financial goals. With nearly 30 years of experience in comprehensive estate and business planning, Ed is known for using his knowledge and skills to help his clients navigate the steps necessary to achieve financial security for themselves and their families. Serving small business owners, pre-retirees, and retirees, Ed is passionate about balancing risk versus reward and guiding his clients from accumulation to distribution with confidence. He believes in the power of building strong, long-lasting relationships with his clients, becoming a true partner on their financial journey so they can focus on what matters most to them.
Before joining the financial industry, Ed served six years in the United States Air Force, receiving the Air Force Achievement Medal and the Air Force Commendation Medal for his service to our country. He has been a guest lecturer for the New Hampshire Bar Continuing Education, lecturing on the complexities of estate planning, and hosted the widely-recognized financial talk show Talking Money, which aired across the region. When he’s not serving his clients, you can find Ed spending quality time with his wife, Nancy, and their children. He enjoys staying active, traveling, golfing, and reading. To learn more about Ed, connect with him on LinkedIn.