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Trusts & Investments

We provide attentive, personal service to complement your estate planning, investment, retirement and continuity needs.

The Value of Long-Standing Relationships

Our Trust and Investment team helps individuals and families achieve their major long-term financial goals, with specialized wealth management strategies for investment and retirement accounts. We also provide trust and estate administration by serving as a corporate trustee or executor for matters of probate.

As with everything we do, our focus is on delivering highly personalized service. We understand the value of long-standing relationships and are proud to say that our clients count on us, generation after generation.

Our Services

Our staff has extensive experience, with a focused commitment to providing attentive, personal service to complement your estate planning, investment, retirement, and continuity needs. We provide a fully disclosed and competitive fee structure based on the market value of the assets under management and the type of services performed.

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Full Investment Services

We provide services for individuals, trusts and retirement accounts, with careful selection of the appropriate objectives for you, including distribution and tax planning strategies.

Asset Management, Trust Administration, Will & Probate

We serve as trustee or as agent for a trustee or other fiduciary, or to you individually, to provide all the necessary tools for managing your assets, reporting and compliance.

Professional Fiduciary

We are experienced, bonded, ethical and regulated for your security and peace of mind.

Our
Difference

The best at what we do, for you.

The financial future of your family requires thoughtful planning now. This means an advisor who is there for you and always has your best interests at heart. Our trusts and investment team is here to guide you through life’s obstacles, so the future you envision becomes a reality. And since we’re located right here on the Bank’s second floor, things happen faster — and always with a personal touch.

Meet Our Trusts & Investments Officers

Don’t hesitate to contact our knowledgeable team members directly. We’re here to help you find the right product for the life you want to live — now and in the future.

Thomas J. Queeney CTFA, CFP®, AEP®

Vice President/Senior Trust Officer

Brianna Adams, J.D., LL.M.

Vice President/Senior Fiduciary Officer

Michael J. Rodier, CFP®, CSRIC

Vice President/Senior Portfolio Manager

George Rooney, CFA®

Vice President/Portfolio Manager

News & Insights

  • January 30, 2023

    What Being a B Corp Means to Our Employees

    Read
  • April 7, 2016

    Experienced NH Loan Officer Joins Piscataqua Savings Bank

    Read
  • April 19, 2016

    Seacoast NH Mortgage Specialist Promoted in Loan Department

    Read

News & Insights

  • January 30, 2023Category

    What Being a B Corp Means to Our Employees

    Read
  • April 7, 2016Category

    Experienced NH Loan Officer Joins Piscataqua Savings Bank

    Read
  • April 19, 2016Category

    Seacoast NH Mortgage Specialist Promoted in Loan Department

    Read