Wadsworth & Daulaire Financial Planners

Founded in 1988, Wadsworth & Daulaire Financial Planners established its practice in Hanover, New Hampshire — a market anchored by Dartmouth College and its...

Wadsworth & Daulaire Financial Planners

Founded in 1988, Wadsworth & Daulaire Financial Planners established its practice in Hanover, New Hampshire — a market anchored by Dartmouth College and its affiliated medical and research institutions. The firm serves a client base that skews toward academics, medical professionals, and small-business owners who have accumulated wealth over long careers and require tax-sensitive distribution planning. The firm's structure as a registered investment adviser means it operates under a fiduciary standard, charging fees for assets under management and financial planning rather than earning commissions on product sales. The practice's core offering spans retirement-income planning, investment management, and tax preparation — an integrated model more common before the industry bifurcated into standalone RIAs and CPA firms. The investment approach relies on publicly traded securities — equities, fixed income, mutual funds, and ETFs — selected for cost efficiency and tax placement. There is no evidence of direct private-market activity, venture exposure, or alternative-investment sourcing. Geographic concentration is tightly bounded: virtually all clients reside in the Connecticut River Valley spanning New Hampshire and Vermont, a deliberate strategy that allows in-person annual reviews and community-embedded relationship management. The firm operates at a scale typical of a local advisory practice — likely between two and five professionals managing under $200 million in aggregate client assets. No additional offices, adjacent philanthropic vehicles, or family-office services have been publicly identified. The name change to Wadsworth-Hansen is reflected in the firm's current website domain, though the regulatory and operating entity appears to retain its original formation identity. No material public announcements — additions of partners, acquisitions of other books, or geographic expansion — have emerged in the past 24 months. The structural differentiator is one of geography and independence rather than product or scale: the firm competes in a concentrated market where the primary alternatives are remote call-center advisory platforms or financial advisers operating under large wirehouses. By maintaining a locally owned RIA in a small but wealth-dense community, Wadsworth & Daulaire captures a durable relationship advantage that national competitors cannot easily replicate through technology or national brand recognition.

Website

wadsworth-hansen.com

linkedin.com/company/leifdaulaire

General information

Firm type

Bank / Wealth / Trust

Year founded

1988

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Hanover

Corporate office

Hanover, NH, United States

How is Wadsworth & Daulaire compensated for its advisory services?

The firm operates as a registered investment adviser, which means it charges fees based on a percentage of assets under management or fixed fees for financial-planning engagements. This structure aligns the firm's incentives with client outcomes rather than product sales or commissions, a requirement of its fiduciary status under the Investment Advisers Act of 1940. The firm's website identifies neither proprietary products nor commission-based insurance or annuity sales as revenue sources.

Does the firm manage direct investments or alternative assets?

There is no evidence of direct private-equity, venture-capital, real-estate, or hedge-fund allocations in the firm's investment approach. Wadsworth & Daulaire's investment management relies on publicly traded instruments, consistent with a practice serving clients whose primary needs are retirement income, tax efficiency, and capital preservation rather than outsized growth. Institutional allocators seeking co-investment partners or alternative-asset sourcing would not find this firm positioned for those mandates.

What is the relationship between Wadsworth & Daulaire and Wadsworth-Hansen?

The website domain wadsworth-hansen.com indicates a name evolution or partnership transition from the original founding name. The firm was established as Wadsworth & Daulaire Financial Planners and the operating entity may still carry that registration even as its public-facing brand has shifted. No public filing or announcement has detailed the precise nature of the name change or whether it reflects a merger, retirement, or addition of a Hansen-named principal.

Does the firm serve institutional clients or only individuals?

The practice is oriented exclusively toward retail clients: individuals, high-net-worth individuals, and small businesses in its local market. Its regulatory filings and public descriptions contain no mention of institutional separate accounts, pension consulting, endowment management, or fund-of-fund structures. Institutional allocators researching this firm for partnership or mandate purposes would find it operating outside the institutional channel entirely.

What distinguishes this firm's approach from larger wealth managers in the region?

The firm's independence as a locally owned RIA, unaffiliated with any bank or wirehouse, provides the structural separation from product-pushing incentives that larger firms often face. Its geographic concentration in the Upper Valley — rather than a national remote-advisory footprint — creates a relationship density that larger competitors cannot match. The combination of investment management with tax-preparation services under one roof is a legacy integrated model that fewer firms maintain today but that produces genuine efficiency for clients with complex tax situations.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.