Concord
Proudly Serving New Hampshire
Concord
11 S Main St
Suite 501
Concord, NH 03301
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Your Concord Team
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John Weeks
CExP™
Senior Wealth Advisor, Family Wealth & Business Transition Planning
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Indrika Arnold
CFP®
Senior Wealth Advisor
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Jaimie Sousa
CFP®, CEPA®
Senior Wealth Advisor
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Michael Finnegan
AIF
Senior Wealth Advisor
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Samarjit Shankar
Portfolio Strategist
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Andrew Roswell
CFA®
Portfolio Strategist
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Mary Clang
FPQP®
Associate Wealth Advisor
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Caroline Rolfe
Client Service Manager
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Suzanne Bergeron
Client Service Associate
Check out some of our latest resources
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May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the video -
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the article -
May 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcast