Wealth Guidance For Life

Navigating clients to their financial summit

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Our Expertise

Retirement Planning

Effective retirement planning recognizes, and accommodates, today's "new normal." A plan's flexibility must complement its durability and adapt to the evolving definition of retirement.

Estate and Tax Planning

A collaborative approach is used to craft an effective strategy.

Legacy Building

Asset protection and legacy planning are a hand-in-glove arrangement essential to financial independence in the midst of today's volatile investment landscape.

Risk Management

Lawsuits, death of a business owner, and loss of key personnel are just some of the uncertainties that can threaten the wealth you’ve worked hard to attain. We have experience crafting action beyond just reaction to these circumstances.

Legacy Planning

We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.

Durable Portfolio Construction

Our advisors seek to know the investment landscape, the pitfalls, and blind spots that can harm your investments. We use proactive financial education to help you anticipate and mitigate risk.

Executive Transitions

Leaving a company, even under the most advantageous of circumstances, carries with it company benefits decisions that can have far-reaching financial implications. Monadnock Capital Group is sure-footed when helping its clients traverse this often unfamiliar territory.

Firm Introduction

The Monadnock Capital Group focuses on developing partnerships with clients and their network of professionals. Through collaboration, our wealth advisors customize planning and investment strategies that fit our client’s life and help to build a meaningful legacy. We strive to achieve this through prudent investment counsel, appropriate risk supervision, thoughtful tax planning, and vigilant expense monitoring. We are proud to have been of service to numerous families, spanning as many as four generations.

Our Client Relationships

We believe our clients expect and deserve excellent, personal attention to their financial needs. Our purpose is to furnish our clients with financial services of value. Our team will develop a formal financial plan to determine a client’s current position and to provide goals, that, together, we will strive to achieve.

Our Process

Our process is designed to provide financial life management that connects all our client’s financial goals, issues, and concerns into one integrated plan. We focus on goal planning, investment analysis, financial literacy, risk management, tax efficiency, and withdrawal strategies. We encourage our client’s to think holistically about their financial health to maximize the potential for long-term financial success.


As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 3/31/2018
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock

Our Recognition

We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.
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Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

Monadnock Capital Group, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.


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Our Office

Monadnock Capital Group
149 Emerald St, Suite UP1
Keene, NH 03431

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