Wadsworth & Daulaire Financial Planners

Wadsworth & Daulaire Financial Planners

Founded in 1988, Wadsworth & Daulaire Financial Planners was established as an independent registered investment adviser in Hanover, New Hampshire. The firm traces its roots to the preferences of its founding principals, who built a practice anchored in comprehensive financial planning rather than transaction-based brokerage — a structural choice that aligned the firm's revenue with client outcomes from the start. The client base includes individuals, high-net-worth families, and small businesses concentrated in the Upper Connecticut River Valley. The firm delivers a planning-first advisory model encompassing retirement planning, tax planning, and investment management. Its investment approach favors a long-term, goal-aligned portfolio construction methodology rather than tactical market timing. Client assets are managed on a discretionary basis, with model portfolios typically built from mutual funds, exchange-traded funds, and individual securities selected through fundamental analysis. The geographic footprint is local: Hanover, Norwich, Lebanon, and the broader Grafton County and Windsor County corridor across New Hampshire and Vermont. The firm operates as a boutique — deliberately compact, with a team scaled to a select number of client relationships rather than asset-gathering growth targets. No additional offices exist outside Hanover. The registered investment adviser structure means the firm owes a fiduciary duty to clients under the Investment Advisers Act of 1940, a regulatory distinction that separates it from broker-dealers operating under the lower suitability standard. Adjacent vehicles, institutional separate accounts, or philanthropic entities are not publicly disclosed. Wadsworth & Daulaire's structural differentiator is longevity without institutionalization: a nearly four-decade independent RIA that has resisted both acquisition by larger wealth management aggregators and the impulse to expand into a multi-office platform. The firm's architecture places the founder-operator relationship at the center of every client engagement — a governance and succession posture that makes the firm a study in regional wealth management continuity rather than scale.