Providing for the ones we love now, and in the future is a priority at Hurst and DeGraffenried Wealth Management.
We are dedicated to growing your wealth, reducing debt, teaching savings, and securing your financial future.
Since we are not employed by any financial institution, we offer individual objective advice. We know our clients.
Services we offer are:
- Investment Management:
We make discretionary investment decisions. This means we make buy and sell decisions as we feel appropriate. Essentially, our clients compensate us to make investment decisions on their behalf. All discretionary account holdings are held in an outside firm called Scottrade.
- Financial Planning:
We help individuals and families plan for their finances now and in the future. We offer advise on college savings, retirement planning, insurance coverage, estate planning, emergency savings, and debt reduction.
Sam DeGraffenried is a Certified Financial Planner with over 20 years experience in the financial services industry. He has a business degree from Westminster College and a masters degree from Boston University. Sam is licensed to advise on life, health, and property and casualty insurance. He currently does not sell insurance but keeps his licenses to assist in the planning process.
Jennifer DeGraffenried is an investment adviser representative. She has a keen interest in helping couples work as equally informed partners in their financial decisions. Helping women in need has taught her to focus on being action oriented toward positive change and self-sufficiency. Jennifer has a bachelor of science degree from Southern Utah University with a background in education.
Sam, Jennifer and their family have lived in New Hampshire for over 16 years. They established Hurst and DeGraffenried Wealth Management in 2008.