Concord
Proudly Serving New Hampshire
Concord
11 S Main St
Suite 501
Concord, NH 03301
Your Concord Team
John Weeks
CExP™
Senior Wealth Advisor, Family Wealth & Business Transition Planning
Indrika Arnold
CFP®
Senior Wealth Advisor
Jaimie Sousa
CFP®, CEPA®
Senior Wealth Advisor
Michael Finnegan
AIF
Senior Wealth Advisor
Samarjit Shankar
Portfolio Strategist
Andrew Roswell
CFA®
Portfolio Strategist
Mary Clang
FPQP®
Associate Wealth Advisor
Caroline Rolfe
Client Service Manager
Suzanne Bergeron
Client Service Associate
Check out some of our latest resources
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the video
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article
April 29, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
Listen to the podcast